Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$123K Sell
17,436
-31,320
-64% -$221K 0.06% 298
2020
Q1
$370K Sell
48,756
-187
-0.4% -$1.42K 0.17% 259
2019
Q4
$670K Buy
+48,943
New +$670K 0.19% 246