Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,698
Closed -$566K 81
2020
Q1
$566K Buy
8,698
+1,520
+21% +$98.9K 0.55% 44
2019
Q4
$566K Buy
+7,178
New +$566K 0.5% 47