Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-37,432
Closed -$1.55M 154
2020
Q1
$1.55M Buy
37,432
+4,719
+14% +$195K 0.91% 51
2019
Q4
$1.68M Buy
+32,713
New +$1.68M 0.67% 82