Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-136
Closed -$32K 16
2020
Q3
$32K Sell
136
-33,990
-100% -$8M 0.01% 132
2020
Q2
$6.78M Buy
34,126
+2,246
+7% +$446K 2.78% 20
2020
Q1
$5.87M Buy
31,880
+12,854
+68% +$2.37M 2.7% 22
2019
Q4
$3.18M Sell
19,026
-114
-0.6% -$19K 1.3% 31
2019
Q3
$2.51M Buy
+19,140
New +$2.51M 1.1% 33