Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-110
Closed -$476 352
2020
Q3
$476 Buy
+110
New +$476 0.01% 320
2020
Q1
Sell
-2,420
Closed -$517K 226
2019
Q4
$517K Buy
2,420
+100
+4% +$21.4K 0.19% 129
2019
Q3
$457K Buy
2,320
+195
+9% +$38.4K 0.18% 139
2019
Q2
$424K Buy
2,125
+25
+1% +$4.99K 0.17% 145
2019
Q1
$372K Buy
2,100
+120
+6% +$21.3K 0.16% 160
2018
Q4
$307K Buy
+1,980
New +$307K 0.18% 157