Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-508
Closed -$204 303
2020
Q3
$204 Buy
+508
New +$204 ﹤0.01% 427
2020
Q1
Sell
-4,662
Closed -$439K 211
2019
Q4
$439K Buy
4,662
+115
+3% +$10.8K 0.16% 148
2019
Q3
$377K Buy
4,547
+375
+9% +$31.1K 0.15% 164
2019
Q2
$346K Buy
4,172
+195
+5% +$16.2K 0.14% 173
2019
Q1
$320K Buy
+3,977
New +$320K 0.14% 184