Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$591K Sell
10,388
-1,912
-16% -$109K 0.17% 43
2020
Q2
$614K Sell
12,300
-590
-5% -$29.5K 0.18% 48
2020
Q1
$525K Buy
12,890
+27
+0.2% +$1.1K 0.19% 54
2019
Q4
$678K Hold
12,863
0.21% 41
2019
Q3
$600K Buy
12,863
+1,350
+12% +$63K 0.2% 44
2019
Q2
$550K Hold
11,513
0.18% 51
2019
Q1
$523K Hold
11,513
0.2% 48
2018
Q4
$439K Hold
11,513
0.18% 49
2018
Q3
$523K Sell
11,513
-388
-3% -$17.6K 0.19% 44
2018
Q2
$492K Sell
11,901
-108
-0.9% -$4.47K 0.19% 57
2018
Q1
$530K Buy
12,009
+11,766
+4,842% +$519K 0.32% 46
2017
Q4
$11K Buy
+243
New +$11K 0.01% 185