Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,352
Closed -$281K 171
2019
Q4
$281K Sell
4,352
-70
-2% -$4.52K 0.23% 115
2019
Q3
$254K Sell
4,422
-12
-0.3% -$689 0.21% 124
2019
Q2
$269K Buy
4,434
+276
+7% +$16.7K 0.22% 118
2019
Q1
$226K Buy
+4,158
New +$226K 0.2% 143