Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-13,895
Closed -$3.43M 162
2020
Q3
$3.43M Buy
+13,895
New +$3.43M 1.14% 26
2020
Q2
Sell
-9,469
Closed -$847K 176
2020
Q1
$847K Buy
+9,469
New +$847K 0.4% 72
2019
Q4
Sell
-5,246
Closed -$577K 186
2019
Q3
$577K Sell
5,246
-485
-8% -$53.3K 0.27% 107
2019
Q2
$781K Buy
+5,731
New +$781K 0.33% 85