Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-12,700
Closed -$133K 489
2020
Q1
$133K Sell
12,700
-2,000
-14% -$20.9K 0.19% 217
2019
Q4
$298K Buy
+14,700
New +$298K 0.14% 244