Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-153,762
Closed -$691K 354
2020
Q3
$691K Buy
153,762
+17,273
+13% +$77.6K 0.04% 243
2020
Q2
$684K Buy
136,489
+35,125
+35% +$176K 0.04% 263
2020
Q1
$475K Sell
101,364
-47,076
-32% -$221K 0.04% 253
2019
Q4
$1.02M Buy
+148,440
New +$1.02M 0.05% 231
2018
Q3
Sell
-110,020
Closed -$620K 253
2018
Q2
$620K Sell
110,020
-40,589
-27% -$229K 0.13% 184
2018
Q1
$818K Buy
+150,609
New +$818K 0.16% 155