Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-11,255
Closed -$261K 17
2020
Q2
$261K Hold
11,255
0.32% 24
2020
Q1
$200K Sell
11,255
-6,169
-35% -$110K 0.3% 21
2019
Q4
$368K Buy
17,424
+6,169
+55% +$130K 0.48% 20
2019
Q3
$187K Buy
11,255
+4,905
+77% +$81.5K 2.41% 13
2019
Q2
$115K Buy
+6,350
New +$115K 1.52% 16