Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-11,236
Closed -$1.08M 224
2020
Q2
$1.08M Sell
11,236
-6,953
-38% -$671K 0.3% 87
2020
Q1
$1.53M Buy
18,189
+2,136
+13% +$179K 0.44% 51
2019
Q4
$1.85M Buy
+16,053
New +$1.85M 0.48% 55