Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,093
Closed -$331K 67
2020
Q1
$331K Buy
8,093
+664
+9% +$27.2K 0.54% 35
2019
Q4
$344K Buy
+7,429
New +$344K 0.3% 52