Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-44,375
Closed -$1.17M 1345
2020
Q3
$1.17M Sell
44,375
-9,150
-17% -$242K 0.03% 533
2020
Q2
$1.4M Sell
53,525
-800
-1% -$21K 0.04% 459
2020
Q1
$1.03M Sell
54,325
-4,000
-7% -$75.9K 0.03% 509
2019
Q4
$2.15M Buy
58,325
+800
+1% +$29.4K 0.05% 395
2019
Q3
$1.88M Buy
57,525
+500
+0.9% +$16.3K 0.05% 410
2019
Q2
$1.79M Buy
+57,025
New +$1.79M 0.05% 424