Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,135
Closed -$631K 313
2020
Q1
$631K Buy
4,135
+40
+1% +$6.1K 0.17% 155
2019
Q4
$514K Buy
+4,095
New +$514K 0.13% 182