Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,248
Closed -$272K 400
2019
Q4
$272K Buy
3,248
+22
+0.7% +$1.84K 0.02% 362
2019
Q3
$256K Sell
3,226
-509
-14% -$40.4K 0.02% 357
2019
Q2
$287K Sell
3,735
-91
-2% -$6.99K 0.02% 331
2019
Q1
$263K Buy
+3,826
New +$263K 0.02% 338