Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-24,787
Closed -$566K 93
2020
Q2
$566K Sell
24,787
-341
-1% -$7.79K 0.03% 68
2020
Q1
$553K Buy
25,128
+294
+1% +$6.47K 0.03% 67
2019
Q4
$733K Buy
24,834
+1,251
+5% +$36.9K 0.04% 71
2019
Q3
$674K Buy
23,583
+2,856
+14% +$81.6K 0.04% 70
2019
Q2
$525K Buy
20,727
+1,452
+8% +$36.8K 0.03% 67
2019
Q1
$457K Buy
19,275
+607
+3% +$14.4K 0.03% 68
2018
Q4
$402K Buy
+18,668
New +$402K 0.03% 71