Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,900
Closed -$1.07M 63
2020
Q2
$1.07M Sell
10,900
-700
-6% -$68.7K 0.69% 18
2020
Q1
$883K Buy
+11,600
New +$883K 0.61% 17
2019
Q4
Sell
-15,800
Closed -$1.2M 63
2019
Q3
$1.2M Buy
+15,800
New +$1.2M 0.76% 16