Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,817
Closed -$268K 62
2020
Q1
$268K Sell
6,817
-125
-2% -$4.91K 0.2% 45
2019
Q4
$333K Sell
6,942
-290
-4% -$13.9K 0.23% 41
2019
Q3
$357K Buy
7,232
+150
+2% +$7.41K 0.27% 32
2019
Q2
$388K Sell
7,082
-2,119
-23% -$116K 0.29% 29
2019
Q1
$497K Buy
+9,201
New +$497K 0.36% 25