Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$768K Buy
+15,281
New +$768K 1.43% 10
2020
Q3
Sell
-16,561
Closed -$869K 182
2020
Q2
$869K Sell
16,561
-5,172
-24% -$271K 1.48% 7
2020
Q1
$653K Sell
21,733
-24,639
-53% -$740K 1.05% 13
2019
Q4
$1.67M Buy
+46,372
New +$1.67M 1.11% 12