Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-23,340
Closed -$311K 341
2020
Q1
$311K Sell
23,340
-5,538
-19% -$73.8K 0.14% 271
2019
Q4
$1.38M Sell
28,878
-31,934
-53% -$1.53M 0.38% 95
2019
Q3
$2.43M Buy
+60,812
New +$2.43M 0.45% 106