Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,625
Closed -$277K 190
2020
Q2
$277K Buy
4,625
+425
+10% +$25.5K ﹤0.01% 180
2020
Q1
$227K Hold
4,200
﹤0.01% 175
2019
Q4
$251K Hold
4,200
﹤0.01% 180
2019
Q3
$216K Hold
4,200
﹤0.01% 180
2019
Q2
$201K Hold
4,200
﹤0.01% 180
2019
Q1
$226K Sell
4,200
-800
-16% -$43K ﹤0.01% 176
2018
Q4
$235K Hold
5,000
﹤0.01% 179
2018
Q3
$236K Buy
+5,000
New +$236K ﹤0.01% 184