Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,833
Closed -$378K 309
2020
Q3
$378K Sell
1,833
-30
-2% -$6.19K 0.07% 137
2020
Q2
$359K Hold
1,863
0.07% 140
2020
Q1
$307K Sell
1,863
-24
-1% -$3.96K 0.12% 96
2019
Q4
$393K Buy
1,887
+23
+1% +$4.79K 0.13% 102
2019
Q3
$361K Sell
1,864
-8
-0.4% -$1.55K 0.09% 116
2019
Q2
$361K Buy
1,872
+179
+11% +$34.5K 0.09% 115
2019
Q1
$289K Buy
+1,693
New +$289K 0.07% 123