Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-20,546
Closed -$194K 131
2020
Q1
$194K Buy
20,546
+665
+3% +$6.28K 0.1% 141
2019
Q4
$262K Sell
19,881
-158,375
-89% -$2.09M 0.09% 139
2019
Q3
$2.22M Sell
178,256
-25,618
-13% -$320K 0.82% 61
2019
Q2
$2.4M Buy
+203,874
New +$2.4M 0.92% 23