Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,445
Closed -$287K 1155
2020
Q2
$287K Buy
1,445
+112
+8% +$22.2K 0.01% 786
2020
Q1
$268K Buy
1,333
+6
+0.5% +$1.21K 0.02% 684
2019
Q4
$258K Sell
1,327
-240
-15% -$46.7K 0.01% 854
2019
Q3
$288K Buy
1,567
+133
+9% +$24.4K 0.01% 769
2019
Q2
$228K Buy
+1,434
New +$228K 0.01% 844
2019
Q1
Sell
-1,834
Closed -$336K 975
2018
Q4
$336K Buy
+1,834
New +$336K 0.02% 557