Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-44,500
Closed -$125K 197
2020
Q2
$125K Hold
44,500
0.09% 150
2020
Q1
$115K Sell
44,500
-5,500
-11% -$14.2K 0.1% 152
2019
Q4
$231K Hold
50,000
0.2% 109
2019
Q3
$200K Buy
+50,000
New +$200K 0.2% 101
2019
Q2
Sell
-50,000
Closed -$184K 121
2019
Q1
$184K Hold
50,000
0.16% 103
2018
Q4
$142K Buy
+50,000
New +$142K 0.15% 97