Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-16,900
Closed -$239K 1013
2020
Q3
$239K Buy
16,900
+8,400
+99% +$119K ﹤0.01% 924
2020
Q2
$94K Buy
+8,500
New +$94K ﹤0.01% 983
2019
Q3
Sell
-15,080
Closed -$123K 1157
2019
Q2
$123K Sell
15,080
-12,500
-45% -$102K ﹤0.01% 1007
2019
Q1
$288K Sell
27,580
-2,500
-8% -$26.1K ﹤0.01% 971
2018
Q4
$198K Sell
30,080
-42,300
-58% -$278K ﹤0.01% 979
2018
Q3
$586K Buy
72,380
+6,241
+9% +$50.5K ﹤0.01% 968
2018
Q2
$999K Sell
66,139
-50,446
-43% -$762K 0.01% 941
2018
Q1
$927K Buy
116,585
+21,411
+22% +$170K 0.01% 982
2017
Q4
$500K Buy
+95,174
New +$500K ﹤0.01% 1037