Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,449
Closed -$817K 862
2019
Q4
$817K Sell
15,449
-4,625
-23% -$245K 0.01% 650
2019
Q3
$1.05M Sell
20,074
-5,150
-20% -$269K 0.01% 592
2019
Q2
$1.38M Sell
25,224
-9,364
-27% -$513K 0.01% 558
2019
Q1
$1.73M Buy
+34,588
New +$1.73M 0.01% 503