Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-76,435
Closed -$453K 386
2020
Q1
$453K Buy
76,435
+56,257
+279% +$333K 0.46% 41
2019
Q4
$453K Buy
+20,178
New +$453K 0.35% 32