Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,884
Closed -$366K 302
2020
Q3
$366K Sell
5,884
-4,258
-42% -$265K 0.15% 248
2020
Q2
$554K Sell
10,142
-23,339
-70% -$1.27M 0.3% 164
2020
Q1
$1.53M Sell
33,481
-1,201
-3% -$54.8K 0.34% 153
2019
Q4
$2.97M Sell
34,682
-1,732
-5% -$148K 0.52% 43
2019
Q3
$2.89M Buy
36,414
+1,379
+4% +$109K 0.54% 43
2019
Q2
$2.48M Buy
35,035
+1,024
+3% +$72.4K 0.48% 97
2019
Q1
$2.27M Buy
34,011
+9,968
+41% +$666K 0.46% 92
2018
Q4
$1.51M Buy
24,043
+9,115
+61% +$571K 0.35% 97
2018
Q3
$1.09M Buy
14,928
+13,122
+727% +$961K 0.24% 46
2018
Q2
$123K Buy
+1,806
New +$123K 0.03% 73