Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-12,273
Closed -$299K 114
2020
Q1
$299K Sell
12,273
-85
-0.7% -$2.07K 0.22% 93
2019
Q4
$480K Buy
+12,358
New +$480K 0.27% 90
2019
Q1
Sell
-4,378
Closed -$161K 118
2018
Q4
$161K Buy
+4,378
New +$161K 0.14% 109