Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-25,686
Closed -$446K 292
2020
Q3
$446K Sell
25,686
-670
-3% -$11.6K 0.02% 211
2020
Q2
$456K Sell
26,356
-9,256
-26% -$160K 0.02% 196
2020
Q1
$381K Buy
35,612
+868
+2% +$9.29K 0.02% 222
2019
Q4
$673K Sell
34,744
-310
-0.9% -$6.01K 0.03% 215
2019
Q3
$769K Buy
+35,054
New +$769K 0.03% 142
2015
Q4
Sell
-10,033
Closed -$162K 315
2015
Q3
$162K Buy
+10,033
New +$162K 0.01% 273