Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-750
Closed -$220K 112
2020
Q3
$220K Hold
750
0.16% 94
2020
Q2
$161K Sell
750
-900
-55% -$193K 0.11% 113
2020
Q1
$335K Buy
1,650
+750
+83% +$152K 0.14% 109
2019
Q4
$190K Buy
+900
New +$190K 0.16% 104