Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,911
Closed -$413K 22
2019
Q4
$413K Sell
8,911
-207
-2% -$9.59K 0.13% 17
2019
Q3
$408K Buy
9,118
+2,076
+29% +$92.9K 0.17% 16
2019
Q2
$307K Sell
7,042
-2,586
-27% -$113K 0.17% 21
2019
Q1
$597K Buy
9,628
+1,107
+13% +$68.6K 0.27% 22
2018
Q4
$498K Buy
+8,521
New +$498K 0.25% 22