Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-730
Closed -$71K 196
2020
Q2
$71K Sell
730
-621
-46% -$60.4K 0.05% 167
2020
Q1
$114K Buy
1,351
+727
+117% +$61.3K 0.05% 173
2019
Q4
$60K Buy
+624
New +$60K 0.05% 170