Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-12,185
Closed -$213K 219
2020
Q3
$213K Sell
12,185
-315
-3% -$5.51K 0.08% 183
2020
Q2
$292K Hold
12,500
0.11% 184
2020
Q1
$305K Sell
12,500
-200
-2% -$4.88K 0.16% 152
2019
Q4
$479K Buy
+12,700
New +$479K 0.15% 163