Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-29,123
Closed -$1.21M 330
2020
Q1
$1.21M Buy
29,123
+3,811
+15% +$158K 0.37% 127
2019
Q4
$1.3M Buy
+25,312
New +$1.3M 0.29% 168