Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,974
Closed -$326K 112
2020
Q1
$326K Buy
1,974
+107
+6% +$17.7K 0.44% 79
2019
Q4
$389K Buy
+1,867
New +$389K 0.39% 86