Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,601
Closed -$288K 286
2020
Q3
$288K Sell
2,601
-9,149
-78% -$1.01M 0.01% 211
2020
Q2
$1.26M Buy
11,750
+62
+0.5% +$6.64K 0.05% 137
2020
Q1
$1.07M Buy
+11,688
New +$1.07M 0.06% 135
2015
Q4
Sell
-25,084
Closed -$1.73M 321
2015
Q3
$1.73M Buy
25,084
+5,550
+28% +$383K 0.09% 219
2015
Q2
$1.36M Buy
+19,534
New +$1.36M 0.07% 227