Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,329
Closed -$317K 129
2019
Q4
$317K Sell
4,329
-378
-8% -$27.7K 0.21% 93
2019
Q3
$355K Sell
4,707
-184
-4% -$13.9K 0.25% 81
2019
Q2
$395K Buy
+4,891
New +$395K 0.28% 80