Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,511
Closed -$229K 295
2020
Q2
$229K Sell
4,511
-21,951
-83% -$1.11M 0.02% 264
2020
Q1
$1.08M Sell
26,462
-8,950
-25% -$364K 0.1% 126
2019
Q4
$2M Buy
+35,412
New +$2M 0.13% 105