Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,926
Closed -$426K 261
2020
Q3
$426K Sell
5,926
-2,197
-27% -$158K 0.19% 145
2020
Q2
$493K Buy
8,123
+1
+0% +$61 0.21% 120
2020
Q1
$418K Buy
8,122
+39
+0.5% +$2.01K 0.19% 125
2019
Q4
$691K Buy
8,083
+163
+2% +$13.9K 0.25% 108
2019
Q3
$628K Buy
+7,920
New +$628K 0.25% 110
2016
Q1
Hold
0
-$39K 453
2015
Q4
Hold
0
237