Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,092
Closed -$587K 109
2020
Q1
$587K Buy
7,092
+1,177
+20% +$97.4K 0.55% 33
2019
Q4
$595K Buy
+5,915
New +$595K 0.43% 53