Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,183
Closed -$475K 74
2020
Q1
$475K Buy
3,183
+624
+24% +$93.1K 0.46% 46
2019
Q4
$834K Buy
+2,559
New +$834K 0.74% 41