Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,285
Closed -$612K 71
2019
Q4
$612K Sell
4,285
-265
-6% -$37.8K 0.3% 67
2019
Q3
$561K Sell
4,550
-530
-10% -$65.3K 0.3% 61
2019
Q2
$564K Sell
5,080
-520
-9% -$57.7K 0.3% 63
2019
Q1
$540K Buy
+5,600
New +$540K 0.26% 71