Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-21,360
Closed -$720K 545
2020
Q3
$720K Sell
21,360
-1,524
-7% -$51.4K 0.04% 315
2020
Q2
$724K Buy
+22,884
New +$724K 0.05% 300