Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-6
Closed -$1K 88
2020
Q3
$1K Buy
+6
New +$1K ﹤0.01% 296
2020
Q1
Sell
-18,657
Closed -$2.15M 62
2019
Q4
$2.15M Buy
18,657
+571
+3% +$65.8K 0.88% 35
2019
Q3
$1.8M Buy
18,086
+4,007
+28% +$399K 0.79% 37
2019
Q2
$1.41M Buy
+14,079
New +$1.41M 0.63% 38