Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-12,497
Closed -$169K 171
2020
Q1
$169K Buy
+12,497
New +$169K 0.2% 98
2019
Q3
Sell
-47,752
Closed -$380K 107
2019
Q2
$380K Buy
47,752
+4,127
+9% +$32.8K 0.24% 79
2019
Q1
$491K Buy
+43,625
New +$491K 0.39% 71