Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,243
Closed -$300K 488
2020
Q1
$300K Sell
11,243
-5,150
-31% -$137K 0.02% 297
2019
Q4
$740K Buy
+16,393
New +$740K 0.06% 154