Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,900
Closed -$499K 112
2020
Q2
$499K Hold
2,900
0.34% 20
2020
Q1
$268K Buy
+2,900
New +$268K 0.25% 31