Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,161
Closed -$226K 200
2020
Q2
$226K Sell
1,161
-655
-36% -$128K 0.39% 116
2020
Q1
$261K Sell
1,816
-2,644
-59% -$380K 0.42% 99
2019
Q4
$795K Buy
+4,460
New +$795K 0.53% 57