Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,700
Closed -$869K 96
2020
Q1
$869K Sell
5,700
-1,000
-15% -$152K 0.6% 23
2019
Q4
$1.11M Hold
6,700
0.68% 42
2019
Q3
$1.03M Buy
+6,700
New +$1.03M 0.66% 50