Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-60,329
Closed -$793K 698
2020
Q3
$793K Buy
60,329
+9,845
+20% +$129K 0.02% 464
2020
Q2
$564K Sell
50,484
-2,819
-5% -$31.5K 0.02% 531
2020
Q1
$543K Buy
53,303
+33,488
+169% +$341K 0.02% 470
2019
Q4
$848K Buy
+19,815
New +$848K 0.03% 438