Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,195
Closed -$268K 170
2020
Q1
$268K Sell
7,195
-1,265
-15% -$47.1K 0.07% 135
2019
Q4
$620K Sell
8,460
-65
-0.8% -$4.76K 0.12% 137
2019
Q3
$649K Buy
+8,525
New +$649K 0.14% 118