Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$620K Buy
1,887
+239
+15% +$78.5K 0.41% 42
2020
Q1
$430K Buy
1,648
+518
+46% +$135K 0.34% 59
2019
Q4
$303K Buy
+1,130
New +$303K 0.01% 104
2019
Q3
Sell
-3,366
Closed -$965K 228
2019
Q2
$965K Sell
3,366
-1,008
-23% -$289K 0.05% 49
2019
Q1
$1.09M Buy
+4,374
New +$1.09M 0.35% 46