Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-73,200
Closed -$4.17M 33
2020
Q3
$4.17M Buy
73,200
+11
+0% +$626 2.09% 19
2020
Q2
$4.2M Hold
73,189
2.92% 18
2020
Q1
$3.72M Buy
73,189
+9,690
+15% +$492K 3.67% 13
2019
Q4
$3.59M Buy
+63,499
New +$3.59M 3.43% 17