Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,359
Closed -$272K 177
2020
Q1
$272K Sell
5,359
-2,434
-31% -$124K 0.03% 145
2019
Q4
$441K Sell
7,793
-5,875
-43% -$332K 0.04% 134
2019
Q3
$797K Sell
13,668
-5,148
-27% -$300K 0.08% 102
2019
Q2
$1.17M Buy
+18,816
New +$1.17M 0.12% 85