Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-272
Closed -$11K 224
2020
Q3
$11K Sell
272
-169
-38% -$6.84K 0.01% 345
2020
Q2
$20K Buy
+441
New +$20K 0.02% 320
2017
Q3
Sell
-10,860
Closed -$490K 424
2017
Q2
$490K Sell
10,860
-1,860
-15% -$83.9K 0.32% 77
2017
Q1
$509K Sell
12,720
-360
-3% -$14.4K 0.33% 58
2016
Q4
$500K Sell
13,080
-1,260
-9% -$48.2K 0.33% 78
2016
Q3
$426K Buy
+14,340
New +$426K 0.3% 129