Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-80,000
Closed -$4.14M 34
2020
Q3
$4.14M Buy
80,000
+72
+0.1% +$3.73K 2.08% 21
2020
Q2
$4.78M Hold
79,928
3.33% 15
2020
Q1
$4.33M Buy
79,928
+8,835
+12% +$478K 4.26% 6
2019
Q4
$4.26M Buy
+71,093
New +$4.26M 4.06% 4