Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-45,161
Closed -$678K 224
2020
Q1
$678K Buy
45,161
+5,351
+13% +$80.3K 0.09% 132
2019
Q4
$1.16M Sell
39,810
-3,655
-8% -$107K 0.12% 117
2019
Q3
$1.29M Buy
43,465
+5,053
+13% +$150K 0.15% 111
2019
Q2
$1.29M Buy
38,412
+2,894
+8% +$97.1K 0.14% 118
2019
Q1
$1.2M Buy
+35,518
New +$1.2M 0.14% 126