Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,000
Closed -$2.17M 358
2020
Q3
$2.17M Sell
10,000
-5,175
-34% -$1.12M 0.15% 177
2020
Q2
$3.3M Sell
15,175
-1,395
-8% -$303K 0.3% 117
2020
Q1
$3.48M Hold
16,570
0.42% 102
2019
Q4
$3.48M Hold
16,570
0.42% 97
2019
Q3
$3.42M Sell
16,570
-15
-0.1% -$3.09K 0.44% 89
2019
Q2
$3.38M Buy
16,585
+2,500
+18% +$510K 0.49% 82
2019
Q1
$2.85M Hold
14,085
0.49% 82
2018
Q4
$2.79M Buy
14,085
+5,550
+65% +$1.1M 0.52% 74
2018
Q3
$1.66M Buy
+8,535
New +$1.66M 0.32% 94