Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-24,300
Closed -$1.35M 325
2020
Q3
$1.35M Buy
+24,300
New +$1.35M 0.15% 159
2020
Q1
Sell
-37,800
Closed -$2.27M 313
2019
Q4
$2.27M Buy
37,800
+3,100
+9% +$186K 0.3% 91
2019
Q3
$2.23M Buy
+34,700
New +$2.23M 0.31% 75