Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,705
Closed -$81K 422
2019
Q4
$81K Sell
5,705
-5,661
-50% -$80.4K 0.01% 375
2019
Q3
$120K Buy
11,366
+37
+0.3% +$391 0.02% 327
2019
Q2
$165K Buy
11,329
+832
+8% +$12.1K 0.03% 304
2019
Q1
$147K Buy
10,497
+5,345
+104% +$74.9K 0.03% 288
2018
Q4
$90K Buy
+5,152
New +$90K 0.02% 318