Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-64,245
Closed -$436K 755
2020
Q3
$436K Sell
64,245
-95,361
-60% -$647K 0.01% 571
2020
Q2
$1.1M Buy
159,606
+116,105
+267% +$797K 0.02% 417
2020
Q1
$370K Hold
43,501
0.01% 638
2019
Q4
$487K Sell
43,501
-92,245
-68% -$1.03M 0.01% 656
2019
Q3
$1.15M Buy
135,746
+6,793
+5% +$57.5K 0.02% 498
2019
Q2
$1.12M Buy
128,953
+2,039
+2% +$17.7K 0.02% 507
2019
Q1
$954K Buy
126,914
+68,700
+118% +$516K 0.01% 542
2018
Q4
$391K Buy
+58,214
New +$391K 0.01% 684