Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-9,770
Closed -$250K 303
2020
Q2
$250K Buy
9,770
+100
+1% +$2.56K 0.04% 346
2020
Q1
$217 Sell
9,670
-1,315
-12% -$30 0.01% 344
2019
Q4
$311K Buy
+10,985
New +$311K 0.05% 295