Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,000
Closed -$345K 609
2020
Q3
$345K Buy
10,000
+197
+2% +$6.8K 0.04% 475
2020
Q2
$348K Sell
9,803
-32,791
-77% -$1.16M 0.04% 473
2020
Q1
$572K Sell
42,594
-3,307
-7% -$44.4K 0.08% 346
2019
Q4
$2.46M Buy
45,901
+5,330
+13% +$286K 0.26% 110
2019
Q3
$2.29M Sell
40,571
-7,359
-15% -$415K 0.24% 123
2019
Q2
$2.54M Sell
47,930
-23,737
-33% -$1.26M 0.26% 93
2019
Q1
$3.97M Buy
71,667
+18,003
+34% +$997K 0.38% 45
2018
Q4
$2.6M Buy
+53,664
New +$2.6M 0.36% 57