Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-29,045
Closed -$1.26M 125
2020
Q1
$1.26M Sell
29,045
-20,225
-41% -$877K 0.03% 96
2019
Q4
$2.76M Buy
49,270
+9,105
+23% +$510K 0.06% 97
2019
Q3
$1.82M Sell
40,165
-47,565
-54% -$2.16M 0.05% 99
2019
Q2
$5.07M Buy
+87,730
New +$5.07M 0.14% 67