Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-32,792
Closed -$1.7M 83
2020
Q3
$1.7M Sell
32,792
-8,649
-21% -$448K 0.93% 54
2020
Q2
$2.48M Buy
41,441
+2,065
+5% +$124K 1.57% 22
2020
Q1
$2.13M Buy
39,376
+10,705
+37% +$579K 1.82% 16
2019
Q4
$1.72K Buy
+28,671
New +$1.72K 0.89% 38