Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-41,886
Closed -$1.45M 647
2020
Q1
$1.45M Sell
41,886
-4,385
-9% -$152K 0.07% 226
2019
Q4
$2.22M Sell
46,271
-1,057
-2% -$50.7K 0.06% 244
2019
Q3
$1.97M Buy
47,328
+6,432
+16% +$268K 0.05% 276
2019
Q2
$1.61M Buy
+40,896
New +$1.61M 0.04% 323