Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,394
Closed -$181K 133
2020
Q3
$181K Sell
10,394
-15,807
-60% -$275K 0.11% 117
2020
Q2
$611K Buy
26,201
+3,636
+16% +$84.8K 0.47% 52
2020
Q1
$550K Buy
22,565
+7,828
+53% +$191K 0.55% 49
2019
Q4
$556K Buy
14,737
+2,012
+16% +$75.9K 0.47% 54
2019
Q3
$483K Sell
12,725
-1,682
-12% -$63.8K 0.44% 56
2019
Q2
$590K Buy
14,407
+72
+0.5% +$2.95K 0.56% 48
2019
Q1
$616K Buy
14,335
+267
+2% +$11.5K 0.62% 50
2018
Q4
$516K Buy
+14,068
New +$516K 0.58% 51