Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-30,000
Closed -$276K 207
2020
Q3
$276K Hold
30,000
0.02% 166
2020
Q2
$365K Hold
30,000
0.04% 148
2020
Q1
$282K Sell
30,000
-3,000
-9% -$28.2K 0.03% 151
2019
Q4
$823K Hold
33,000
0.07% 125
2019
Q3
$727K Hold
33,000
0.08% 133
2019
Q2
$707K Hold
33,000
0.05% 198
2019
Q1
$875K Hold
33,000
0.06% 173
2018
Q4
$861K Buy
33,000
+3,000
+10% +$78.3K 0.05% 148
2018
Q3
$1.29M Buy
+30,000
New +$1.29M 0.06% 120