Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-7,161
Closed -$562K 834
2020
Q3
$562K Sell
7,161
-8,066
-53% -$633K 0.02% 485
2020
Q2
$1.18M Sell
15,227
-2,803
-16% -$218K 0.05% 339
2020
Q1
$1.35M Sell
18,030
-1,938
-10% -$145K 0.05% 317
2019
Q4
$1.74M Sell
19,968
-5,620
-22% -$489K 0.06% 331
2019
Q3
$2.24M Buy
25,588
+8,473
+50% +$740K 0.07% 278
2019
Q2
$1.48M Buy
+17,115
New +$1.48M 0.05% 366
2018
Q2
Sell
-22,777
Closed -$1.8M 593
2018
Q1
$1.8M Buy
+22,777
New +$1.8M 0.08% 211