Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,048
Closed -$290K 548
2020
Q3
$290K Sell
4,048
-194
-5% -$13.9K 0.27% 65
2020
Q2
$276K Sell
4,242
-1,518
-26% -$98.8K 0.25% 92
2020
Q1
$231K Buy
5,760
+4,170
+262% +$167K 0.24% 107
2019
Q4
$71K Buy
+1,590
New +$71K 0.06% 190