Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,548
Closed -$250K 78
2020
Q3
$250K Buy
11,548
+971
+9% +$21K 0.18% 69
2020
Q2
$242K Sell
10,577
-265
-2% -$6.06K 0.2% 71
2020
Q1
$238K Sell
10,842
-662
-6% -$14.5K 0.25% 65
2019
Q4
$340K Buy
+11,504
New +$340K 0.25% 71