Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$922K Sell
11,099
-487
-4% -$40.5K 2.25% 11
2020
Q3
$778K Hold
11,586
1.27% 19
2020
Q2
$746K Sell
11,586
-8,469
-42% -$545K 0.79% 34
2020
Q1
$994K Buy
20,055
+16,055
+401% +$796K 0.79% 32
2019
Q4
$300K Hold
4,000
0.07% 81
2019
Q3
$263K Buy
+4,000
New +$263K 0.05% 90