Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,839
Closed -$605K 70
2020
Q3
$605K Buy
2,839
+46
+2% +$9.8K 0.46% 38
2020
Q2
$606K Buy
2,793
+814
+41% +$177K 0.5% 38
2020
Q1
$418K Sell
1,979
-2
-0.1% -$422 0.44% 39
2019
Q4
$495K Buy
+1,981
New +$495K 0.45% 37