Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-9,974
Closed -$3.34M 561
2020
Q3
$3.34M Buy
9,974
+2,008
+25% +$672K 0.04% 316
2020
Q2
$2.16M Sell
7,966
-5,758
-42% -$1.56M 0.02% 376
2020
Q1
$2.7M Buy
13,724
+2,817
+26% +$554K 0.02% 312
2019
Q4
$2.32M Buy
+10,907
New +$2.32M 0.01% 364