Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-68,235
Closed -$1.08M 466
2020
Q1
$1.08M Buy
68,235
+12,740
+23% +$201K 0.13% 178
2019
Q4
$1.74M Buy
55,495
+2,125
+4% +$66.4K 0.16% 184
2019
Q3
$1.4M Buy
+53,370
New +$1.4M 0.14% 192