Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,530
Closed -$373K 153
2019
Q4
$373K Sell
3,530
-190
-5% -$20.1K 0.3% 83
2019
Q3
$442K Sell
3,720
-2,353
-39% -$280K 0.36% 79
2019
Q2
$642K Buy
6,073
+90
+2% +$9.51K 0.52% 56
2019
Q1
$509K Buy
+5,983
New +$509K 0.44% 66