Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-7,688
Closed -$792K 88
2020
Q3
$792K Buy
7,688
+1,012
+15% +$104K 0.53% 62
2020
Q2
$677K Buy
+6,676
New +$677K 0.55% 56