Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,000
Closed -$352K 36
2019
Q4
$352K Buy
+9,000
New +$352K 0.4% 32
2019
Q3
Sell
-6,300
Closed -$263K 72
2019
Q2
$263K Sell
6,300
-7,361
-54% -$307K 0.32% 59
2019
Q1
$548K Sell
13,661
-7,083
-34% -$284K 0.57% 29
2018
Q4
$822K Buy
+20,744
New +$822K 0.69% 18