Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,200
Closed -$323K 176
2020
Q1
$323K Sell
3,200
-350
-10% -$35.3K 0.09% 135
2019
Q4
$449K Sell
3,550
-1,100
-24% -$139K 0.1% 141
2019
Q3
$478K Hold
4,650
0.14% 107
2019
Q2
$546K Buy
4,650
+350
+8% +$41.1K 0.15% 109
2019
Q1
$709K Buy
+4,300
New +$709K 0.22% 87