Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$899K Buy
10,000
+1,000
+11% +$89.9K 3.11% 8
2020
Q3
$493K Hold
9,000
2.79% 8
2020
Q2
$402K Sell
9,000
-1,000
-10% -$44.7K 2.72% 8
2020
Q1
$375K Hold
10,000
2.5% 8
2019
Q4
$290K Hold
10,000
0.5% 11
2019
Q3
$246K Buy
+10,000
New +$246K 0.22% 21