Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,532
Closed -$252K 255
2020
Q1
$252K Buy
+5,532
New +$252K 0.15% 171
2019
Q4
Sell
-3,976
Closed -$316K 243
2019
Q3
$316K Buy
3,976
+661
+20% +$52.5K 0.28% 119
2019
Q2
$237K Buy
+3,315
New +$237K 0.25% 122