Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,645
Closed -$108K 331
2020
Q2
$108K Sell
4,645
-3,156
-40% -$73.4K 0.07% 73
2020
Q1
$190K Sell
7,801
-1,333
-15% -$32.5K 0.14% 50
2019
Q4
$344K Buy
+9,134
New +$344K 0.31% 48