Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-82,215
Closed -$369K 260
2020
Q3
$369K Buy
82,215
+181
+0.2% +$812 0.06% 211
2020
Q2
$411K Sell
82,034
-3,679
-4% -$18.4K 0.06% 201
2020
Q1
$401K Buy
85,713
+150
+0.2% +$702 0.07% 206
2019
Q4
$589K Buy
+85,563
New +$589K 0.06% 208
2019
Q3
Sell
-71,773
Closed -$479K 265
2019
Q2
$479K Buy
71,773
+20,209
+39% +$135K 0.05% 225
2019
Q1
$345K Buy
51,564
+16,830
+48% +$113K 0.03% 241
2018
Q4
$203K Buy
+34,734
New +$203K 0.02% 258