Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-48,381
Closed -$1.03M 955
2020
Q1
$1.03M Sell
48,381
-1,670
-3% -$35.4K 0.04% 422
2019
Q4
$1.12M Buy
50,051
+1,291
+3% +$28.8K 0.03% 467
2019
Q3
$988K Buy
+48,760
New +$988K 0.03% 485