Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-15,939
Closed -$1.43M 17
2020
Q3
$1.43M Sell
15,939
-3,853
-19% -$346K 1.66% 9
2020
Q2
$2.06M Sell
19,792
-9,843
-33% -$1.02M 1.69% 10
2020
Q1
$2.17M Sell
29,635
-10,382
-26% -$760K 1.93% 10
2019
Q4
$3.49M Buy
+40,017
New +$3.49M 1.02% 12