Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,376
Closed -$223K 376
2019
Q4
$223K Sell
4,376
-209
-5% -$10.7K 0.11% 212
2019
Q3
$216K Sell
4,585
-647
-12% -$30.5K 0.12% 198
2019
Q2
$260K Buy
+5,232
New +$260K 0.15% 169
2015
Q2
Sell
-15,412
Closed -$356K 258
2015
Q1
$356K Buy
+15,412
New +$356K 0.22% 139