Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,025
Closed -$500K 175
2020
Q3
$500K Buy
2,025
+1,025
+103% +$253K 0.12% 76
2020
Q2
$219K Buy
+1,000
New +$219K 0.06% 127