Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-14,046
Closed -$265K 884
2020
Q3
$265K Sell
14,046
-984
-7% -$18.6K ﹤0.01% 668
2020
Q2
$297K Sell
15,030
-1,948
-11% -$38.5K ﹤0.01% 561
2020
Q1
$346K Sell
16,978
-1,987
-10% -$40.5K 0.01% 477
2019
Q4
$518K Buy
+18,965
New +$518K ﹤0.01% 508
2018
Q2
Sell
-10,922
Closed -$221K 970
2018
Q1
$221K Buy
10,922
+1,898
+21% +$38.4K ﹤0.01% 831
2017
Q4
$321K Buy
+9,024
New +$321K ﹤0.01% 729