Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-671
Closed -$220K 499
2020
Q3
$220K Sell
671
-150
-18% -$49.2K 0.02% 404
2020
Q2
$240K Sell
821
-862
-51% -$252K 0.02% 373
2020
Q1
$391K Buy
1,683
+183
+12% +$42.5K 0.04% 248
2019
Q4
$386K Buy
1,500
+134
+10% +$34.5K 0.03% 306
2019
Q3
$302K Sell
1,366
-63
-4% -$13.9K 0.03% 322
2019
Q2
$293K Buy
1,429
+109
+8% +$22.3K 0.03% 329
2019
Q1
$241K Buy
+1,320
New +$241K 0.02% 371
2018
Q4
Sell
-1,285
Closed -$240K 386
2018
Q3
$240K Sell
1,285
-116
-8% -$21.7K 0.03% 338
2018
Q2
$244K Buy
+1,401
New +$244K 0.03% 338