Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-38,880
Closed -$256K 147
2020
Q1
$256K Sell
38,880
-320
-0.8% -$2.11K 0.05% 223
2019
Q4
$231K Buy
+39,200
New +$231K 0.03% 246