Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,770
Closed -$130K 371
2020
Q3
$130K Sell
2,770
-1,416
-34% -$66.5K 0.08% 65
2020
Q2
$213K Sell
4,186
-449
-10% -$22.8K 0.13% 55
2020
Q1
$220K Sell
4,635
-1,413
-23% -$67.1K 0.16% 44
2019
Q4
$355K Buy
+6,048
New +$355K 0.32% 43