Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,500
Closed -$110K 499
2020
Q2
$110K Buy
+3,500
New +$110K 0.01% 136
2020
Q1
Hold
0
234
2019
Q4
Sell
-12,500
Closed -$467K 190
2019
Q3
$467K Buy
+12,500
New +$467K 0.04% 26
2019
Q2
Hold
0
271
2019
Q1
Hold
0
225
2017
Q2
Hold
0
174
2017
Q1
Sell
-52,500
Closed -$1.29M 177
2016
Q4
$1.29M Buy
+52,500
New +$1.29M 0.21% 9