Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-6,829
Closed -$342K 61
2020
Q3
$342K Buy
6,829
+87
+1% +$4.36K 0.19% 48
2020
Q2
$344K Hold
6,742
0.21% 42
2020
Q1
$295K Buy
6,742
+1,139
+20% +$49.8K 0.21% 45
2019
Q4
$281K Sell
5,603
-861
-13% -$43.2K 0.16% 57
2019
Q3
$299K Buy
6,464
+384
+6% +$17.8K 0.19% 54
2019
Q2
$264K Hold
6,080
0.16% 57
2019
Q1
$269K Sell
6,080
-133
-2% -$5.88K 0.19% 59
2018
Q4
$270K Buy
+6,213
New +$270K 0.21% 53