Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-15,027
Closed -$548K 938
2020
Q3
$548K Buy
15,027
+4,060
+37% +$148K 0.05% 173
2020
Q2
$341K Buy
10,967
+2,991
+38% +$93K 0.04% 218
2020
Q1
$223K Sell
7,976
-71
-0.9% -$1.99K 0.05% 222
2019
Q4
$239K Buy
8,047
+1,412
+21% +$41.9K 0.06% 207
2019
Q3
$202K Buy
6,635
+2,515
+61% +$76.6K 0.06% 207
2019
Q2
$191K Buy
+4,120
New +$191K 0.07% 195