Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,566
Closed -$464K 37
2020
Q1
$464K Sell
8,566
-1,510
-15% -$81.8K 0.33% 35
2019
Q4
$603K Hold
10,076
0.32% 27
2019
Q3
$519K Sell
10,076
-3,563
-26% -$184K 0.28% 29
2019
Q2
$653K Buy
+13,639
New +$653K 0.3% 35