Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,742
Closed -$1.2M 500
2020
Q3
$1.2M Sell
10,742
-1,685
-14% -$188K 0.01% 447
2020
Q2
$1.16M Sell
12,427
-13,125
-51% -$1.22M 0.01% 449
2020
Q1
$1.88M Buy
+25,552
New +$1.88M 0.02% 346
2018
Q4
Sell
-34,388
Closed -$2.06M 681
2018
Q3
$2.06M Buy
+34,388
New +$2.06M 0.01% 459