Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-3,858
Closed -$406K 1456
2020
Q3
$406K Buy
3,858
+1,318
+52% +$139K 0.01% 1168
2020
Q2
$271K Buy
+2,540
New +$271K 0.01% 1304
2019
Q3
Sell
-4,582
Closed -$432K 1634
2019
Q2
$432K Sell
4,582
-1,741
-28% -$164K 0.01% 733
2019
Q1
$536K Sell
6,323
-5,499
-47% -$466K 0.01% 546
2018
Q4
$745K Sell
11,822
-3,210
-21% -$202K 0.02% 385
2018
Q3
$1.03M Sell
15,032
-3,715
-20% -$254K 0.02% 396
2018
Q2
$1.17M Sell
18,747
-13,784
-42% -$859K 0.03% 393
2018
Q1
$1.7M Buy
+32,531
New +$1.7M 0.05% 358