Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-180,599
Closed -$811K 836
2020
Q3
$811K Sell
180,599
-34,981
-16% -$157K 0.01% 369
2020
Q2
$1.08M Sell
215,580
-40,882
-16% -$205K 0.01% 307
2020
Q1
$1.2M Buy
256,462
+88,235
+52% +$413K 0.02% 255
2019
Q4
$1.16M Buy
+168,227
New +$1.16M 0.01% 314