Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,259
Closed -$378K 231
2020
Q2
$378K Buy
3,259
+28
+0.9% +$3.25K 0.1% 157
2020
Q1
$302K Buy
+3,231
New +$302K 0.1% 148