Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,433
Closed -$255K 998
2019
Q4
$255K Buy
7,433
+42
+0.6% +$1.44K 0.01% 873
2019
Q3
$214K Buy
7,391
+369
+5% +$10.7K 0.01% 904
2019
Q2
$233K Sell
7,022
-208
-3% -$6.9K 0.01% 876
2019
Q1
$257K Buy
+7,230
New +$257K 0.01% 835