Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,483
Closed -$438K 339
2019
Q4
$438K Sell
4,483
-5,140
-53% -$502K 0.04% 244
2019
Q3
$923K Sell
9,623
-15,122
-61% -$1.45M 0.09% 132
2019
Q2
$2.92M Sell
24,745
-28,182
-53% -$3.32M 0.3% 54
2019
Q1
$6.71M Buy
+52,927
New +$6.71M 0.5% 37