Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-183,444
Closed -$920K 507
2020
Q2
$920K Buy
183,444
+86,741
+90% +$435K 0.05% 197
2020
Q1
$453K Buy
96,703
+23,887
+33% +$112K 0.03% 124
2019
Q4
$501K Buy
+72,816
New +$501K 0.02% 208