Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,077
Closed -$1.33M 9
2020
Q3
$1.33M Sell
5,077
-239
-4% -$62.8K 1.55% 11
2020
Q2
$1.2M Sell
5,316
-2,919
-35% -$657K 0.98% 14
2020
Q1
$1.09M Sell
8,235
-1,785
-18% -$235K 0.96% 16
2019
Q4
$1.61M Buy
+10,020
New +$1.61M 0.47% 19