Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,800
Closed -$358K 465
2020
Q1
$358K Sell
4,800
-240
-5% -$17.9K 0.32% 72
2019
Q4
$531K Hold
5,040
0.34% 41
2019
Q3
$442K Sell
5,040
-240
-5% -$21K 0.3% 125
2019
Q2
$456K Buy
+5,280
New +$456K 0.29% 131