Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-13,637
Closed -$318K 206
2020
Q2
$318K Sell
13,637
-68
-0.5% -$1.59K 0.22% 125
2020
Q1
$334K Buy
13,705
+6,744
+97% +$164K 0.3% 100
2019
Q4
$263K Buy
+6,961
New +$263K 0.2% 134