Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-8,713
Closed -$478K 117
2020
Q3
$478K Buy
8,713
+93
+1% +$5.1K 0.07% 105
2020
Q2
$385K Sell
8,620
-9,614
-53% -$429K 0.06% 105
2020
Q1
$684K Sell
18,234
-9,809
-35% -$368K 0.15% 99
2019
Q4
$813K Buy
28,043
+9,391
+50% +$272K 0.13% 97
2019
Q3
$458K Buy
18,652
+3,874
+26% +$95.1K 0.08% 97
2019
Q2
$517K Buy
+14,778
New +$517K 0.08% 101