Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-14,292
Closed -$400K 135
2020
Q1
$400K Buy
14,292
+691
+5% +$19.3K 0.4% 69
2019
Q4
$528K Buy
+13,601
New +$528K 0.39% 55