Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-3,809
Closed -$67K 231
2020
Q3
$67K Buy
3,809
+500
+15% +$8.8K 0.04% 226
2020
Q2
$77K Sell
3,309
-118
-3% -$2.75K 0.04% 211
2020
Q1
$84K Sell
3,427
-38
-1% -$931 0.05% 179
2019
Q4
$132K Hold
3,465
0.07% 144
2019
Q3
$139K Sell
3,465
-58
-2% -$2.33K 0.07% 131
2019
Q2
$145K Hold
3,523
0.08% 124
2019
Q1
$146K Buy
+3,523
New +$146K 0.04% 259