Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,690
Closed -$421K 136
2020
Q1
$421K Sell
3,690
-1,261
-25% -$144K 0.5% 51
2019
Q4
$648K Buy
+4,951
New +$648K 0.43% 59