Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-12,101
Closed -$333K 195
2020
Q3
$333K Buy
12,101
+35
+0.3% +$963 0.24% 200
2020
Q2
$398K Buy
12,066
+112
+0.9% +$3.69K 0.31% 98
2020
Q1
$321K Buy
11,954
+9,616
+411% +$258K 0.28% 113
2019
Q4
$101K Hold
2,338
0.06% 284
2019
Q3
$95K Buy
2,338
+138
+6% +$5.61K 0.06% 282
2019
Q2
$141K Buy
+2,200
New +$141K 0.09% 286