Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,054
Closed -$584K 185
2020
Q2
$584K Sell
5,054
-14,285
-74% -$1.65M 0.14% 109
2020
Q1
$2.05M Buy
19,339
+17,380
+887% +$1.84M 0.65% 38
2019
Q4
$251K Sell
1,959
-2,008
-51% -$257K 0.06% 151
2019
Q3
$543K Buy
+3,967
New +$543K 0.13% 105