Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,025
Closed -$339K 173
2020
Q3
$339K Sell
4,025
-146
-4% -$12.3K 0.14% 139
2020
Q2
$271K Buy
4,171
+294
+8% +$19.1K 0.12% 138
2020
Q1
$252K Buy
3,877
+508
+15% +$33K 0.14% 131
2019
Q4
$265K Buy
3,369
+190
+6% +$14.9K 0.11% 141
2019
Q3
$253K Buy
3,179
+481
+18% +$38.3K 0.11% 138
2019
Q2
$226K Buy
+2,698
New +$226K 0.1% 139
2015
Q2
$8K Buy
+220
New +$8K 0.01% 297