Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,266
Closed -$250K 431
2020
Q2
$250K Hold
1,266
0.02% 362
2020
Q1
$249K Buy
1,266
+66
+6% +$13K 0.02% 331
2019
Q4
$250K Hold
1,200
0.02% 334
2019
Q3
$232K Hold
1,200
0.02% 348
2019
Q2
$220K Hold
1,200
0.02% 339
2019
Q1
$205K Buy
+1,200
New +$205K 0.02% 401