Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-20,745
Closed -$829K 56
2019
Q4
$829K Sell
20,745
-2,436
-11% -$97.3K 1.3% 36
2019
Q3
$811K Sell
23,181
-82
-0.4% -$2.87K 1.04% 42
2019
Q2
$800K Sell
23,263
-2,731
-11% -$93.9K 0.85% 59
2019
Q1
$939K Buy
25,994
+1,678
+7% +$60.6K 0.92% 53
2018
Q4
$898K Buy
+24,316
New +$898K 0.98% 44