Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,000
Closed -$77K 45
2020
Q2
$77K Sell
10,000
-8,000
-44% -$61.6K 0.07% 37
2020
Q1
$50K Hold
18,000
0.05% 38
2019
Q4
$72K Buy
+18,000
New +$72K 0.05% 51