Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-19,606
Closed -$243K 71
2020
Q1
$243K Sell
19,606
-17,236
-47% -$214K 0.53% 71
2019
Q4
$842K Buy
36,842
+25,740
+232% +$588K 1.07% 31
2019
Q3
$185K Buy
+11,102
New +$185K 0.1% 99