Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,929
Closed -$564K 237
2020
Q1
$564K Buy
3,929
+244
+7% +$35K 0.16% 95
2019
Q4
$572K Buy
+3,685
New +$572K 0.13% 86