Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-115
Closed -$3K 824
2020
Q3
$3K Buy
115
+1
+0.9% +$26 ﹤0.01% 785
2020
Q2
$3K Buy
114
+33
+41% +$868 ﹤0.01% 779
2020
Q1
$2K Buy
+81
New +$2K ﹤0.01% 776
2019
Q3
Sell
-98
Closed -$2.53M 771
2019
Q2
$2.53M Buy
98
+6
+7% +$155K 0.03% 461
2019
Q1
$2.5M Hold
92
0.03% 449
2018
Q4
$2K Sell
92
-2
-2% -$43 ﹤0.01% 787
2018
Q3
$3K Buy
94
+1
+1% +$32 ﹤0.01% 791
2018
Q2
$3K Buy
+93
New +$3K ﹤0.01% 772