Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-35,919
Closed -$1.47M 59
2020
Q1
$1.47M Buy
35,919
+9,119
+34% +$373K 1.11% 26
2019
Q4
$1.24M Buy
+26,800
New +$1.24M 0.67% 34