Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,271
Closed -$274K 175
2019
Q4
$274K Sell
7,271
-12,228
-63% -$461K 0.11% 167
2019
Q3
$741K Sell
19,499
-6,165
-24% -$234K 0.3% 95
2019
Q2
$1.05M Buy
25,664
+5,826
+29% +$239K 0.44% 74
2019
Q1
$853K Buy
+19,838
New +$853K 0.38% 79