Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-3,170
Closed -$26K 528
2020
Q3
$26K Buy
3,170
+431
+16% +$3.54K ﹤0.01% 792
2020
Q2
$22K Sell
2,739
-20
-0.7% -$161 ﹤0.01% 802
2020
Q1
$12K Buy
2,759
+476
+21% +$2.07K ﹤0.01% 846
2019
Q4
$18K Buy
2,283
+438
+24% +$3.45K ﹤0.01% 813
2019
Q3
$12K Buy
1,845
+262
+17% +$1.7K ﹤0.01% 847
2019
Q2
$10K Buy
+1,583
New +$10K ﹤0.01% 865