Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,119
Closed -$420K 183
2020
Q3
$420K Sell
10,119
-658
-6% -$27.3K 0.2% 111
2020
Q2
$450K Hold
10,777
0.21% 112
2020
Q1
$440K Sell
10,777
-1,486
-12% -$60.7K 0.23% 96
2019
Q4
$568K Hold
12,263
0.27% 86
2019
Q3
$594K Hold
12,263
0.32% 80
2019
Q2
$558K Hold
12,263
0.3% 88
2019
Q1
$544K Buy
+12,263
New +$544K 0.3% 83