Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-476
Closed -$92K 562
2020
Q3
$92K Sell
476
-4,210
-90% -$814K 0.01% 359
2020
Q2
$911K Sell
4,686
-247
-5% -$48K 0.09% 266
2020
Q1
$709K Sell
4,933
-1,830
-27% -$263K 0.09% 171
2019
Q4
$1.21M Buy
6,763
+22
+0.3% +$3.92K 0.22% 131
2019
Q3
$1.08M Sell
6,741
-1,946
-22% -$310K 0.25% 101
2019
Q2
$1.03M Buy
+8,687
New +$1.03M 0.21% 125
2019
Q1
Sell
-5,960
Closed -$533K 686
2018
Q4
$533K Sell
5,960
-956
-14% -$85.5K 0.07% 222
2018
Q3
$703K Buy
+6,916
New +$703K 0.09% 205
2017
Q4
Sell
-400
Closed -$41K 787
2017
Q3
$41K Sell
400
-80
-17% -$8.2K 0.01% 346
2017
Q2
$44K Buy
480
+112
+30% +$10.3K 0.01% 334
2017
Q1
$36K Sell
368
-202
-35% -$19.8K 0.01% 294
2016
Q4
$46K Buy
+570
New +$46K 0.01% 282