Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,153
Closed -$89K 637
2020
Q3
$89K Sell
2,153
-8,732
-80% -$361K 0.01% 684
2020
Q2
$454K Buy
10,885
+8,129
+295% +$339K 0.07% 271
2020
Q1
$113K Buy
2,756
+1,075
+64% +$44.1K 0.02% 522
2019
Q4
$78K Buy
1,681
+1,028
+157% +$47.7K 0.01% 685
2019
Q3
$31K Buy
653
+239
+58% +$11.3K 0.01% 922
2019
Q2
$18K Buy
414
+120
+41% +$5.22K ﹤0.01% 1106
2019
Q1
$13K Hold
294
﹤0.01% 1202
2018
Q4
$11K Sell
294
-8,500
-97% -$318K ﹤0.01% 1179
2018
Q3
$360K Sell
8,794
-384
-4% -$15.7K 0.07% 282
2018
Q2
$371K Buy
+9,178
New +$371K 0.07% 259