Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$652K Buy
4,461
+1,626
+57% +$238K 0.27% 48
2020
Q3
$380K Buy
2,835
+637
+29% +$85.4K 0.17% 44
2020
Q2
$287K Buy
+2,198
New +$287K 0.14% 47
2018
Q4
Sell
-1,340
Closed -$236K 55
2018
Q3
$236K Hold
1,340
0.11% 45
2018
Q2
$220K Buy
+1,340
New +$220K 0.1% 45
2017
Q3
Sell
-1,908
Closed -$332K 53
2017
Q2
$332K Hold
1,908
0.17% 42
2017
Q1
$305K Buy
+1,908
New +$305K 0.16% 40
2015
Q1
Sell
-2,007
Closed -$276K 57
2014
Q4
$276K Buy
+2,007
New +$276K 0.18% 49