Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,370
Closed -$292K 421
2019
Q4
$292K Sell
4,370
-301
-6% -$20.1K 0.01% 339
2019
Q3
$283K Sell
4,671
-748
-14% -$45.3K 0.01% 408
2019
Q2
$344K Sell
5,419
-294
-5% -$18.7K 0.01% 300
2019
Q1
$344K Buy
+5,713
New +$344K 0.01% 357