Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,492
Closed -$263K 47
2020
Q1
$263K Sell
8,492
-1,498
-15% -$46.4K 0.19% 57
2019
Q4
$371K Hold
9,990
0.2% 54
2019
Q3
$341K Sell
9,990
-3,534
-26% -$121K 0.19% 56
2019
Q2
$556K Buy
+13,524
New +$556K 0.26% 42