Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,696
Closed -$253K 21
2020
Q1
$253K Sell
1,696
-299
-15% -$44.6K 0.18% 60
2019
Q4
$650K Hold
1,995
0.35% 25
2019
Q3
$759K Sell
1,995
-706
-26% -$269K 0.41% 20
2019
Q2
$983K Buy
+2,701
New +$983K 0.45% 21