Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-25,764
Closed -$1.02M 300
2020
Q1
$1.02M Sell
25,764
-6,110
-19% -$243K 0.47% 49
2019
Q4
$1.42M Sell
31,874
-35,316
-53% -$1.57M 0.39% 78
2019
Q3
$2.3M Sell
67,190
-1,531
-2% -$52.4K 0.43% 125
2019
Q2
$2.59M Buy
+68,721
New +$2.59M 0.46% 104