Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-18,341
Closed -$631K 155
2020
Q1
$631K Buy
18,341
+9,860
+116% +$339K 2.07% 7
2019
Q4
$381K Buy
+8,481
New +$381K 2.68% 6