Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,700
Closed -$534K 598
2020
Q3
$534K Buy
5,700
+125
+2% +$11.7K 0.1% 216
2020
Q2
$475K Buy
+5,575
New +$475K 0.09% 221
2019
Q4
Sell
-8,900
Closed -$214K 496
2019
Q3
$214K Buy
+8,900
New +$214K 0.04% 412