Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,137
Closed -$651 463
2020
Q3
$651 Buy
+2,137
New +$651 0.01% 282
2018
Q4
Sell
-4,093
Closed -$266K 234
2018
Q3
$266K Buy
4,093
+152
+4% +$9.88K 0.13% 186
2018
Q2
$235K Sell
3,941
-98
-2% -$5.84K 0.13% 179
2018
Q1
$235K Buy
4,039
+91
+2% +$5.3K 0.14% 158
2017
Q4
$264K Sell
3,948
-17
-0.4% -$1.14K 0.17% 148
2017
Q3
$283K Buy
3,965
+256
+7% +$18.3K 0.19% 143
2017
Q2
$245K Buy
+3,709
New +$245K 0.17% 161