Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-67,921
Closed -$2.77M 608
2020
Q3
$2.77M Hold
67,921
0.3% 73
2020
Q2
$2.58M Sell
67,921
-466
-0.7% -$17.7K 0.29% 68
2020
Q1
$714K Hold
68,387
0.1% 296
2019
Q4
$2.84M Sell
68,387
-540
-0.8% -$22.4K 0.3% 71
2019
Q3
$2.92M Hold
68,927
0.3% 62
2019
Q2
$2.73M Buy
+68,927
New +$2.73M 0.28% 78