Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-50,000
Closed -$135K 29
2020
Q3
$135K Sell
50,000
-25,000
-33% -$67.5K 0.04% 21
2020
Q2
$335K Buy
+75,000
New +$335K 0.64% 26
2019
Q3
Sell
-155,147
Closed -$2.08M 37
2019
Q2
$2.08M Buy
+155,147
New +$2.08M 2.25% 16