Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,705
Closed -$1.12M 123
2020
Q3
$1.12M Buy
4,705
+990
+27% +$236K 0.37% 81
2020
Q2
$788K Sell
3,715
-320
-8% -$67.9K 0.3% 90
2020
Q1
$698K Sell
4,035
-337
-8% -$58.3K 0.33% 84
2019
Q4
$931K Buy
4,372
+742
+20% +$158K 0.43% 77
2019
Q3
$703K Buy
3,630
+694
+24% +$134K 0.33% 92
2019
Q2
$590K Buy
2,936
+1,382
+89% +$278K 0.25% 103
2019
Q1
$273K Buy
+1,554
New +$273K 0.12% 143