Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,611
Closed -$210K 93
2020
Q1
$210K Sell
8,611
-1,542
-15% -$37.6K 0.26% 71
2019
Q4
$383K Buy
+10,153
New +$383K 0.41% 50