Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-25,283
Closed -$1.29M 98
2020
Q3
$1.29M Buy
25,283
+1,068
+4% +$54.5K 1.17% 31
2020
Q2
$1.15M Sell
24,215
-27
-0.1% -$1.28K 1.37% 24
2020
Q1
$1.42M Sell
24,242
-1,362
-5% -$80K 1.27% 30
2019
Q4
$1.37M Buy
25,604
+110
+0.4% +$5.87K 1.36% 29
2019
Q3
$1.36M Buy
25,494
+659
+3% +$35.2K 1.27% 31
2019
Q2
$1.24M Buy
+24,835
New +$1.24M 1.19% 31