Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$279K Sell
6,034
-13,782
-70% -$637K 0.08% 67
2020
Q2
$772K Buy
19,816
+2,147
+12% +$83.6K 0.23% 38
2020
Q1
$607K Buy
17,669
+8,605
+95% +$296K 0.22% 45
2019
Q4
$408K Buy
9,064
+8,856
+4,258% +$399K 0.13% 53
2019
Q3
$9K Hold
208
﹤0.01% 167
2019
Q2
$9K Buy
+208
New +$9K ﹤0.01% 170
2018
Q3
Sell
-1,746
Closed -$57K 208
2018
Q2
$57K Sell
1,746
-21,382
-92% -$698K 0.02% 106
2018
Q1
$790K Buy
23,128
+21,722
+1,545% +$742K 0.47% 31
2017
Q4
$56K Buy
+1,406
New +$56K 0.04% 52