Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-50,922
Closed -$1.77M 114
2020
Q3
$1.77M Sell
50,922
-29,393
-37% -$1.02M 0.43% 33
2020
Q2
$2.49M Buy
80,315
+46,119
+135% +$1.43M 1.02% 18
2020
Q1
$1.06M Buy
+34,196
New +$1.06M 0.27% 41
2019
Q4
Sell
-107,081
Closed -$3.65M 41
2019
Q3
$3.65M Buy
+107,081
New +$3.65M 0.86% 18