Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,420
Closed -$2.77M 157
2020
Q3
$2.77M Buy
11,420
+2,673
+31% +$648K 0.92% 41
2020
Q2
$2.26M Buy
+8,747
New +$2.26M 0.87% 41
2020
Q1
Sell
-6,147
Closed -$919K 185
2019
Q4
$919K Buy
6,147
+1,597
+35% +$239K 0.42% 78
2019
Q3
$519K Buy
+4,550
New +$519K 0.24% 114