Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,000
Closed -$400K 119
2020
Q2
$400K Hold
2,000
0.27% 29
2020
Q1
$245K Buy
+2,000
New +$245K 0.23% 35