Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-575
Closed -$10K 111
2020
Q3
$10K Buy
+575
New +$10K 0.01% 244
2020
Q1
Sell
-775
Closed -$29K 99
2019
Q4
$29K Sell
775
-200
-21% -$7.48K 0.02% 173
2019
Q3
$37K Buy
+975
New +$37K 0.02% 165
2019
Q2
Sell
-813
Closed -$35K 98
2019
Q1
$35K Buy
+813
New +$35K 0.02% 158
2017
Q4
Sell
-444
Closed -$15K 98
2017
Q3
$15K Buy
+444
New +$15K 0.01% 235