Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,213
Closed -$507K 233
2019
Q4
$507K Buy
7,213
+1,202
+20% +$84.5K 0.11% 147
2019
Q3
$376K Sell
6,011
-2,585
-30% -$162K 0.12% 161
2019
Q2
$541K Buy
+8,596
New +$541K 0.15% 156