Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-12,730
Closed -$351K 280
2020
Q3
$351K Sell
12,730
-605
-5% -$16.7K 0.02% 257
2020
Q2
$440K Sell
13,335
-753
-5% -$24.8K 0.02% 245
2020
Q1
$378K Buy
14,088
+78
+0.6% +$2.09K 0.03% 250
2019
Q4
$603K Sell
14,010
-5,263
-27% -$227K 0.07% 250
2019
Q3
$787K Buy
19,273
+14,636
+316% +$598K 0.1% 237
2019
Q2
$305K Buy
+4,637
New +$305K 0.04% 267