Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-8,909
Closed -$1.19M 604
2020
Q3
$1.19M Buy
8,909
+4,916
+123% +$658K 0.47% 47
2020
Q2
$521K Buy
+3,993
New +$521K 0.2% 176
2020
Q1
Sell
-14,822
Closed -$2.19M 604
2019
Q4
$2.19M Buy
14,822
+10,367
+233% +$1.53M 0.42% 46
2019
Q3
$612K Buy
+4,455
New +$612K 0.11% 313