Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-74,237
Closed -$2.17M 130
2020
Q3
$2.17M Sell
74,237
-64,767
-47% -$1.9M 0.85% 43
2020
Q2
$3.71M Sell
139,004
-1,012
-0.7% -$27K 1.48% 16
2020
Q1
$2.36M Hold
140,016
1.09% 33
2019
Q4
$3.86M Buy
140,016
+2,892
+2% +$79.7K 1.28% 25
2019
Q3
$3.39M Buy
+137,124
New +$3.39M 1.26% 22