Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-61,871
Closed -$649K 142
2020
Q1
$649K Buy
61,871
+4,456
+8% +$46.7K 0.2% 89
2019
Q4
$1.16M Buy
57,415
+140
+0.2% +$2.84K 0.27% 82
2019
Q3
$897K Buy
57,275
+27,844
+95% +$436K 0.21% 96
2019
Q2
$565K Buy
+29,431
New +$565K 0.13% 107