Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,950
Closed -$267K 30
2020
Q1
$267K Sell
10,950
-800
-7% -$19.5K 0.54% 25
2019
Q4
$443K Sell
11,750
-950
-7% -$35.8K 0.68% 23
2019
Q3
$483K Buy
+12,700
New +$483K 0.38% 29