Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-12,485
Closed -$334K 645
2020
Q2
$334K Buy
12,485
+81
+0.7% +$2.17K 0.04% 304
2020
Q1
$209K Hold
12,404
0.03% 445
2019
Q4
$342K Hold
12,404
0.05% 250
2019
Q3
$307K Hold
12,404
0.06% 249
2019
Q2
$248K Buy
12,404
+243
+2% +$4.86K 0.05% 352
2019
Q1
$226K Buy
+12,161
New +$226K 0.05% 375