Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-14,066
Closed -$583K 738
2020
Q3
$583K Sell
14,066
-300
-2% -$12.4K 0.01% 520
2020
Q2
$602K Sell
14,366
-950
-6% -$39.8K 0.01% 550
2020
Q1
$620K Sell
15,316
-18,145
-54% -$735K 0.01% 543
2019
Q4
$1.55M Sell
33,461
-1,458
-4% -$67.7K 0.02% 442
2019
Q3
$1.7M Sell
34,919
-958
-3% -$46.5K 0.03% 437
2019
Q2
$1.63M Sell
35,877
-1,321
-4% -$60.2K 0.02% 441
2019
Q1
$1.65M Sell
37,198
-144
-0.4% -$6.4K 0.03% 443
2018
Q4
$1.48M Sell
37,342
-3,336
-8% -$132K 0.03% 452
2018
Q3
$1.65M Sell
40,678
-566
-1% -$22.9K 0.02% 467
2018
Q2
$1.67M Buy
+41,244
New +$1.67M 0.03% 457