Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$945K Sell
43,504
-2,608
-6% -$56.7K 0.43% 48
2020
Q3
$993K Sell
46,112
-1,732
-4% -$37.3K 0.53% 43
2020
Q2
$1.09M Sell
47,844
-32
-0.1% -$730 0.68% 34
2020
Q1
$1.05M Sell
47,876
-28,453
-37% -$626K 0.79% 34
2019
Q4
$2.25M Buy
+76,329
New +$2.25M 1.22% 24