Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,380
Closed -$240K 441
2020
Q2
$240K Buy
10,380
+380
+4% +$8.79K 0.01% 342
2020
Q1
$180K Buy
+10,000
New +$180K 0.01% 343
2019
Q3
Sell
-14,550
Closed -$497K 482
2019
Q2
$497K Hold
14,550
0.03% 238
2019
Q1
$502K Hold
14,550
0.03% 240
2018
Q4
$501K Buy
+14,550
New +$501K 0.03% 199