Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,095
Closed -$302K 159
2020
Q2
$302K Sell
4,095
-2,154
-34% -$159K 1.02% 26
2020
Q1
$459K Buy
+6,249
New +$459K 1.5% 16