Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,832
Closed -$342K 132
2020
Q1
$342K Sell
1,832
-215
-11% -$40.1K 0.18% 77
2019
Q4
$589K Sell
2,047
-51
-2% -$14.7K 0.25% 58
2019
Q3
$602K Sell
2,098
-287
-12% -$82.4K 0.27% 53
2019
Q2
$670K Buy
+2,385
New +$670K 0.31% 48