Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-293
Closed -$96K 28
2020
Q3
$96K Sell
293
-1,294
-82% -$424K 0.06% 257
2020
Q2
$463K Buy
1,587
+877
+124% +$256K 0.08% 268
2020
Q1
$165K Sell
710
-1,506
-68% -$350K 0.08% 224
2019
Q4
$570K Sell
2,216
-194
-8% -$49.9K 0.07% 290
2019
Q3
$533K Sell
2,410
-170
-7% -$37.6K 0.07% 294
2019
Q2
$528K Sell
2,580
-206
-7% -$42.2K 0.06% 307
2019
Q1
$509K Buy
2,786
+1,963
+239% +$359K 0.06% 315
2018
Q4
$118K Sell
823
-2,383
-74% -$342K 0.03% 371
2018
Q3
$173K Sell
3,206
-320
-9% -$17.3K 0.08% 279
2018
Q2
$614K Sell
3,526
-547
-13% -$95.3K 0.06% 322
2018
Q1
$638K Buy
4,073
+2,901
+248% +$454K 0.06% 307
2017
Q4
$173K Sell
1,172
-16
-1% -$2.36K 0.07% 312
2017
Q3
$146K Buy
1,188
+1,082
+1,021% +$133K 0.05% 387
2017
Q2
$13K Buy
+106
New +$13K ﹤0.01% 520