Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,378
Closed -$518K 481
2020
Q2
$518K Sell
3,378
-7,582
-69% -$1.16M 0.18% 182
2020
Q1
$1.53M Sell
10,960
-4,799
-30% -$672K 0.65% 21
2019
Q4
$2.4M Hold
15,759
0.72% 26
2019
Q3
$2.28M Buy
15,759
+13,023
+476% +$1.88M 0.85% 28
2019
Q2
$407K Buy
+2,736
New +$407K 0.15% 192