Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,641
Closed -$807K 152
2020
Q3
$807K Buy
1,641
+605
+58% +$298K 1.68% 4
2020
Q2
$451K Sell
1,036
-2,334
-69% -$1.02M 0.77% 41
2020
Q1
$1.07M Sell
3,370
-11,332
-77% -$3.6M 1.73% 4
2019
Q4
$4.85M Buy
+14,702
New +$4.85M 3.21% 1