Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-895
Closed -$259K 300
2020
Q3
$259K Buy
+895
New +$259K 0.45% 91
2016
Q4
Sell
-2,275
Closed -$246K 178
2016
Q3
$246K Buy
2,275
+140
+7% +$15.1K 0.27% 76
2016
Q2
$200K Buy
+2,135
New +$200K 0.09% 189