Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-12,100
Closed -$1.19M 1305
2020
Q2
$1.19M Buy
12,100
+2,000
+20% +$197K ﹤0.01% 918
2020
Q1
$1.42M Buy
+10,100
New +$1.42M 0.01% 794
2019
Q4
Sell
-39,300
Closed -$2.63M 1195
2019
Q3
$2.63M Buy
+39,300
New +$2.63M 0.01% 808