Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,050
Closed -$312K 79
2020
Q2
$312K Sell
10,050
-20,000
-67% -$621K 0.27% 44
2020
Q1
$839K Sell
30,050
-4,215
-12% -$118K 0.85% 21
2019
Q4
$1.02M Buy
+34,265
New +$1.02M 1.01% 15