Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,678
Closed -$212K 203
2020
Q3
$212K Sell
2,678
-588
-18% -$46.5K 0.44% 122
2020
Q2
$241K Sell
3,266
-3,006
-48% -$222K 0.41% 106
2020
Q1
$460K Buy
6,272
+3,500
+126% +$257K 0.74% 35
2019
Q4
$241K Buy
+2,772
New +$241K 0.16% 204