Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-22,925
Closed -$1.28M 152
2020
Q1
$1.28M Hold
22,925
0.46% 73
2019
Q4
$1.28M Buy
22,925
+732
+3% +$41K 0.46% 73
2019
Q3
$1.01M Buy
+22,193
New +$1.01M 0.44% 83