Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$252K Sell
8,261
-4,161
-33% -$127K 0.04% 148
2020
Q1
$323K Sell
12,422
-20,904
-63% -$544K 0.07% 129
2019
Q4
$991K Buy
+33,326
New +$991K 0.17% 82