Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,787
Closed -$224K 138
2020
Q3
$224K Buy
+1,787
New +$224K 0.07% 168
2020
Q1
Sell
-2,765
Closed -$280K 178
2019
Q4
$280K Buy
2,765
+220
+9% +$22.3K 0.13% 154
2019
Q3
$239K Buy
2,545
+103
+4% +$9.67K 0.11% 150
2019
Q2
$205K Buy
2,442
+8
+0.3% +$672 0.09% 157
2019
Q1
$205K Buy
+2,434
New +$205K 0.09% 154
2018
Q4
Sell
-2,588
Closed -$219K 167
2018
Q3
$219K Sell
2,588
-738
-22% -$62.5K 0.08% 167
2018
Q2
$265K Sell
3,326
-39
-1% -$3.11K 0.12% 135
2018
Q1
$224K Buy
+3,365
New +$224K 0.1% 142