Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,979
Closed -$268K 245
2020
Q3
$268K Hold
4,979
0.02% 230
2020
Q2
$245K Hold
4,979
0.04% 187
2020
Q1
$243K Hold
4,979
0.07% 148
2019
Q4
$408K Sell
4,979
-990
-17% -$81.1K 0.17% 91
2019
Q3
$568K Buy
+5,969
New +$568K 0.28% 66