Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,491
Closed -$251K 88
2019
Q4
$251K Sell
8,491
-189
-2% -$5.59K 0.08% 64
2019
Q3
$248K Buy
8,680
+9
+0.1% +$257 0.07% 75
2019
Q2
$219K Buy
8,671
+180
+2% +$4.55K 0.06% 80
2019
Q1
$201K Buy
+8,491
New +$201K 0.06% 89