Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-51,534
Closed -$355K 264
2019
Q4
$355K Buy
51,534
+360
+0.7% +$2.48K 0.12% 105
2019
Q3
$355K Sell
51,174
-383
-0.7% -$2.66K 0.09% 117
2019
Q2
$344K Buy
51,557
+3,641
+8% +$24.3K 0.08% 117
2019
Q1
$321K Buy
+47,916
New +$321K 0.08% 120