Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-58,210
Closed -$739K 975
2020
Q3
$739K Hold
58,210
﹤0.01% 884
2020
Q2
$554K Sell
58,210
-8,750
-13% -$83.3K ﹤0.01% 869
2020
Q1
$470K Sell
66,960
-17,183
-20% -$121K ﹤0.01% 860
2019
Q4
$1.12M Hold
84,143
﹤0.01% 863
2019
Q3
$1.27M Buy
84,143
+50,826
+153% +$765K ﹤0.01% 834
2019
Q2
$944K Buy
+33,317
New +$944K ﹤0.01% 809