Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-118,450
Closed -$572K 170
2020
Q1
$572K Sell
118,450
-4,375
-4% -$21.1K 0.4% 78
2019
Q4
$1.14M Hold
122,825
0.6% 53
2019
Q3
$1.13M Buy
+122,825
New +$1.13M 0.58% 53