Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-41,811
Closed -$573K 311
2020
Q1
$573K Sell
41,811
-9,916
-19% -$136K 0.26% 210
2019
Q4
$1.4M Buy
+51,727
New +$1.4M 0.39% 85