Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,600
Closed -$386K 387
2020
Q2
$386K Sell
4,600
-2,700
-37% -$227K 0.06% 298
2020
Q1
$299K Hold
7,300
0.05% 335
2019
Q4
$370K Buy
+7,300
New +$370K 0.04% 364