Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-19,947
Closed -$753K 106
2019
Q4
$753K Hold
19,947
0.46% 38
2019
Q3
$758K Sell
19,947
-323
-2% -$12.3K 0.5% 39
2019
Q2
$831K Hold
20,270
0.57% 37
2019
Q1
$872K Sell
20,270
-586
-3% -$25.2K 0.62% 36
2018
Q4
$767K Buy
+20,856
New +$767K 0.59% 36