Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-3,033
Closed -$391K 75
2020
Q3
$391K Buy
3,033
+322
+12% +$41.5K 0.34% 74
2020
Q2
$300K Buy
+2,711
New +$300K 1.14% 35