Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,044
Closed -$277K 770
2020
Q3
$277K Buy
10,044
+2,490
+33% +$68.7K 0.02% 229
2020
Q2
$249K Buy
7,554
+1,066
+16% +$35.1K 0.03% 271
2020
Q1
$174K Buy
6,488
+1,836
+39% +$49.2K 0.04% 260
2019
Q4
$200K Buy
4,652
+445
+11% +$19.1K 0.05% 231
2019
Q3
$172K Buy
4,207
+1,423
+51% +$58.2K 0.05% 225
2019
Q2
$183K Buy
+2,784
New +$183K 0.06% 199