Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-886
Closed -$163K 1100
2020
Q3
$163K Sell
886
-326
-27% -$60K 0.11% 212
2020
Q2
$207K Buy
+1,212
New +$207K 0.07% 330
2020
Q1
Sell
-1,782
Closed -$295K 1277
2019
Q4
$295K Buy
+1,782
New +$295K 0.03% 527