Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$71K Sell
667
-2,033
-75% -$216K 0.17% 73
2020
Q3
$172K Hold
2,700
0.28% 62
2020
Q2
$160K Sell
2,700
-900
-25% -$53.3K 0.17% 95
2020
Q1
$128K Sell
3,600
-6,000
-63% -$213K 0.1% 134
2019
Q4
$444K Sell
9,600
-900
-9% -$41.6K 0.11% 76
2019
Q3
$514K Sell
10,500
-3,144
-23% -$154K 0.09% 80
2019
Q2
$773K Buy
13,644
+3,344
+32% +$189K 0.06% 81
2019
Q1
$589K Sell
10,300
-1,300
-11% -$74.3K 0.07% 63
2018
Q4
$481K Buy
+11,600
New +$481K 0.05% 74