Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-914
Closed -$350K 217
2020
Q3
$350K Sell
914
-34
-4% -$13K 0.73% 43
2020
Q2
$236K Buy
+948
New +$236K 0.4% 110
2020
Q1
Sell
-5,963
Closed -$1.27M 340
2019
Q4
$1.27M Buy
+5,963
New +$1.27M 0.84% 23