Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-116,399
Closed -$1.44M 579
2020
Q3
$1.44M Buy
116,399
+18,098
+18% +$224K 0.16% 74
2020
Q2
$1.13M Buy
+98,301
New +$1.13M 0.11% 236
2018
Q3
Sell
-160
Closed -$5 860
2018
Q2
$5 Hold
160
﹤0.01% 781
2018
Q1
$5K Sell
160
-420
-72% -$13.1K ﹤0.01% 574
2017
Q4
$21K Buy
580
+290
+100% +$10.5K ﹤0.01% 406
2017
Q3
$11K Buy
+290
New +$11K ﹤0.01% 471
2017
Q2
Sell
-292
Closed -$10K 778
2017
Q1
$10K Buy
+292
New +$10K ﹤0.01% 537