Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,312
Closed -$507K 110
2020
Q1
$507K Sell
4,312
-728
-14% -$85.6K 1.22% 28
2019
Q4
$667K Sell
5,040
-247
-5% -$32.7K 0.65% 56
2019
Q3
$659K Buy
+5,287
New +$659K 0.66% 55
2018
Q4
Sell
-7,345
Closed -$673K 170
2018
Q3
$673K Buy
+7,345
New +$673K 0.39% 82