Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-12,364
Closed -$690K 353
2020
Q1
$690K Sell
12,364
-7,641
-38% -$426K 0.31% 160
2019
Q4
$1.68M Sell
20,005
-22,147
-53% -$1.86M 0.46% 38
2019
Q3
$3.12M Buy
+42,152
New +$3.12M 0.58% 19