Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,774
Closed -$392K 180
2019
Q4
$392K Sell
7,774
-561
-7% -$28.3K 0.26% 99
2019
Q3
$386K Sell
8,335
-403
-5% -$18.7K 0.32% 90
2019
Q2
$378K Buy
8,738
+4,117
+89% +$178K 0.36% 88
2019
Q1
$318K Buy
+4,621
New +$318K 0.34% 89