Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-21,445
Closed -$7.02M 193
2020
Q3
$7.02M Sell
21,445
-25,868
-55% -$8.46M 0.75% 39
2020
Q2
$13.8M Buy
+47,313
New +$13.8M 1.17% 29
2020
Q1
Sell
-77,306
Closed -$19.9M 79
2019
Q4
$19.9M Buy
77,306
+22,095
+40% +$5.69M 2.11% 12
2019
Q3
$12.2M Buy
+55,211
New +$12.2M 1.38% 25