Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,592
Closed -$470K 160
2020
Q3
$470K Buy
5,592
+730
+15% +$61.4K 0.2% 73
2020
Q2
$316K Buy
+4,862
New +$316K 0.16% 90