Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,234
Closed -$160K 115
2019
Q4
$160K Sell
4,234
-294
-6% -$11.1K 0.05% 122
2019
Q3
$172K Sell
4,528
-385
-8% -$14.6K 0.06% 125
2019
Q2
$201K Sell
4,913
-947
-16% -$38.7K 0.07% 127
2019
Q1
$252K Buy
+5,860
New +$252K 0.09% 107