Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,472
Closed -$331K 232
2020
Q3
$331K Sell
2,472
-1,576
-39% -$211K 0.19% 129
2020
Q2
$528K Sell
4,048
-582
-13% -$75.9K 0.31% 81
2020
Q1
$528K Buy
+4,630
New +$528K 0.7% 43