Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,587
Closed -$238K 39
2020
Q3
$238K Hold
4,587
0.27% 36
2020
Q2
$220K Sell
4,587
-46
-1% -$2.21K 0.24% 38
2020
Q1
$251K Hold
4,633
0.36% 25
2019
Q4
$277K Sell
4,633
-36
-0.8% -$2.15K 0.25% 34
2019
Q3
$271K Hold
4,669
0.24% 32
2019
Q2
$224K Hold
4,669
0.2% 38
2019
Q1
$251K Hold
4,669
0.21% 38
2018
Q4
$219K Hold
4,669
0.17% 38
2018
Q3
$221K Sell
4,669
-100
-2% -$4.73K 0.14% 41
2018
Q2
$237K Hold
4,769
0.16% 37
2018
Q1
$248K Buy
+4,769
New +$248K 0.16% 34