Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,882
Closed -$329K 22
2020
Q1
$329K Sell
2,882
-2,524
-47% -$288K 0.45% 21
2019
Q4
$797K Buy
+5,406
New +$797K 0.75% 15