Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,000
Closed -$169K 122
2020
Q2
$169K Sell
2,000
-2,000
-50% -$169K 0.11% 51
2020
Q1
$217K Hold
4,000
0.2% 46
2019
Q4
$273K Hold
4,000
0.2% 41
2019
Q3
$232K Hold
4,000
0.17% 61
2019
Q2
$192K Buy
+4,000
New +$192K 0.14% 65