Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-31,001
Closed -$756K 85
2020
Q1
$756K Buy
31,001
+7,500
+32% +$183K 0.8% 43
2019
Q4
$887K Buy
23,501
+1,800
+8% +$67.9K 0.7% 48
2019
Q3
$824K Buy
21,701
+15,268
+237% +$580K 0.7% 52
2019
Q2
$264K Buy
6,433
+102
+2% +$4.19K 0.23% 88
2019
Q1
$272K Sell
6,331
-93
-1% -$4K 0.25% 80
2018
Q4
$236K Buy
+6,424
New +$236K 0.24% 79