Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,842
Closed -$567K 127
2019
Q4
$567K Sell
3,842
-119
-3% -$17.6K 0.39% 73
2019
Q3
$544K Buy
+3,961
New +$544K 0.41% 68
2018
Q4
Sell
-612
Closed -$108K 267
2018
Q3
$108K Buy
+612
New +$108K 0.07% 150