Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-964
Closed -$40K 349
2020
Q2
$40K Buy
964
+230
+31% +$9.54K 0.01% 505
2020
Q1
$30K Buy
734
+215
+41% +$8.79K 0.01% 515
2019
Q4
$24K Buy
+519
New +$24K ﹤0.01% 599