Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-6,785
Closed -$1.78M 71
2020
Q3
$1.78M Sell
6,785
-4,370
-39% -$1.15M 0.13% 38
2020
Q2
$4.08M Sell
11,155
-7,787
-41% -$2.85M 0.3% 33
2020
Q1
$4.21M Sell
18,942
-4,686
-20% -$1.04M 0.44% 34
2019
Q4
$10.1M Sell
23,628
-13,140
-36% -$5.64M 0.91% 23
2019
Q3
$14M Buy
+36,768
New +$14M 1.76% 16