Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-91,899
Closed -$1.2M 440
2020
Q3
$1.2M Sell
91,899
-1,184
-1% -$15.4K 0.06% 300
2020
Q2
$1.53M Sell
93,083
-3,541
-4% -$58.4K 0.07% 271
2020
Q1
$1.15M Hold
96,624
0.07% 286
2019
Q4
$1.28M Sell
96,624
-2,305
-2% -$30.5K 0.05% 305
2019
Q3
$1.03M Sell
98,929
-232
-0.2% -$2.41K 0.04% 310
2019
Q2
$1.04M Sell
99,161
-290
-0.3% -$3.04K 0.04% 314
2019
Q1
$1.32M Buy
99,451
+6,675
+7% +$88.4K 0.05% 303
2018
Q4
$1.29M Buy
+92,776
New +$1.29M 0.06% 302