Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,285
Closed -$667K 85
2020
Q2
$667K Hold
2,285
1.32% 26
2020
Q1
$531K Buy
2,285
+650
+40% +$151K 1.43% 23
2019
Q4
$421K Buy
+1,635
New +$421K 0.31% 76