Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-14,127
Closed -$105K 216
2020
Q1
$105K Sell
14,127
-30,000
-68% -$223K 0.1% 161
2019
Q4
$762K Hold
44,127
0.5% 63
2019
Q3
$737K Buy
+44,127
New +$737K 0.5% 67