Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-13,550
Closed -$413K 177
2020
Q1
$413K Buy
13,550
+550
+4% +$16.8K 0.23% 71
2019
Q4
$254K Buy
+13,000
New +$254K 0.12% 133