Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-33,780
Closed -$394K 345
2020
Q3
$394K Buy
33,780
+3,300
+11% +$38.5K 0.29% 141
2020
Q2
$411K Buy
+30,480
New +$411K 0.32% 86
2020
Q1
Sell
-31,440
Closed -$462K 423
2019
Q4
$462K Buy
+31,440
New +$462K 0.29% 135
2017
Q1
Sell
-18,000
Closed -$525K 431
2016
Q4
$525K Buy
+18,000
New +$525K 0.34% 55