Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,380
Closed -$355K 404
2019
Q4
$355K Sell
1,380
-4,096
-75% -$1.05M 0.04% 331
2019
Q3
$1.18M Buy
5,476
+1,996
+57% +$429K 0.06% 324
2019
Q2
$816K Hold
3,480
0.06% 297
2019
Q1
$684K Buy
+3,480
New +$684K 0.06% 323