Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-10,142
Closed -$4.97M 105
2020
Q3
$4.97M Sell
10,142
-36,608
-78% -$18M 0.76% 43
2020
Q2
$4.27M Buy
+46,750
New +$4.27M 0.77% 48
2014
Q4
Sell
-5,897
Closed -$245K 483
2014
Q3
$245K Buy
+5,897
New +$245K 0.05% 205