Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,380
Closed -$335K 330
2020
Q3
$335K Sell
5,380
-386
-7% -$24K 0.17% 135
2020
Q2
$315K Buy
5,766
+797
+16% +$43.5K 0.22% 101
2020
Q1
$227K Buy
+4,969
New +$227K 0.23% 167