Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-35,517
Closed -$358K 107
2020
Q3
$358K Sell
35,517
-10,394
-23% -$105K 0.06% 95
2020
Q2
$460K Buy
45,911
+2,616
+6% +$26.2K 0.07% 96
2020
Q1
$410K Buy
43,295
+13,742
+46% +$130K 0.07% 95
2019
Q4
$390K Buy
29,553
+8,747
+42% +$115K 0.05% 104
2019
Q3
$260K Buy
20,806
+1,385
+7% +$17.3K 0.03% 114
2019
Q2
$228K Buy
+19,421
New +$228K 0.03% 113