Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,086
Closed -$517K 425
2020
Q3
$517K Sell
5,086
-16
-0.3% -$1.63K 0.04% 292
2020
Q2
$561K Sell
5,102
-51
-1% -$5.61K 0.04% 257
2020
Q1
$594K Buy
+5,153
New +$594K 0.05% 229