Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-7,300
Closed -$747K 58
2020
Q3
$747K Sell
7,300
-140
-2% -$14.3K 0.27% 30
2020
Q2
$706K Hold
7,440
0.28% 26
2020
Q1
$310K Buy
7,440
+140
+2% +$5.83K 0.14% 30
2019
Q4
$290K Hold
7,300
0.13% 35
2019
Q3
$228K Hold
7,300
0.12% 35
2019
Q2
$219K Buy
+7,300
New +$219K 0.12% 35