Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-20
Closed -$541K 21
2020
Q2
$541K Hold
20
0.05% 20
2020
Q1
$583K Sell
20
-30
-60% -$875K 0.08% 24
2019
Q4
$1.53M Sell
50
-50
-50% -$1.53M 0.18% 15
2019
Q3
$3.62M Buy
+100
New +$3.62M 0.62% 8