Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,285
Closed -$247K 317
2020
Q3
$247K Sell
1,285
-197
-13% -$37.9K 0.04% 264
2020
Q2
$281K Hold
1,482
0.05% 257
2020
Q1
$200K Sell
1,482
-49
-3% -$6.61K 0.04% 277
2019
Q4
$250K Hold
1,531
0.04% 300
2019
Q3
$224K Sell
1,531
-6
-0.4% -$878 0.04% 324
2019
Q2
$217K Buy
1,537
+6
+0.4% +$847 0.04% 320
2019
Q1
$203K Buy
+1,531
New +$203K 0.03% 361
2018
Q4
Sell
-1,542
Closed -$214K 354
2018
Q3
$214K Sell
1,542
-32
-2% -$4.44K 0.03% 347
2018
Q2
$202K Sell
1,574
-20
-1% -$2.57K 0.03% 346
2018
Q1
$217K Sell
1,594
-93
-6% -$12.7K 0.03% 350
2017
Q4
$247K Buy
+1,687
New +$247K 0.04% 314