Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,722
Closed -$268K 116
2020
Q3
$268K Hold
1,722
0.15% 67
2020
Q2
$241K Sell
1,722
-115
-6% -$16.1K 0.12% 75
2020
Q1
$203K Sell
1,837
-95
-5% -$10.5K 0.19% 60
2019
Q4
$259K Buy
1,932
+197
+11% +$26.4K 0.13% 96
2019
Q3
$204K Buy
1,735
+245
+16% +$28.8K 0.11% 91
2019
Q2
$204K Buy
+1,490
New +$204K 0.11% 93