Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,824
Closed -$130K 489
2019
Q4
$130K Sell
4,824
-3,375
-41% -$91K 0.01% 355
2019
Q3
$259K Sell
8,199
-1,438
-15% -$45.4K 0.02% 297
2019
Q2
$323K Buy
9,637
+5,925
+160% +$199K 0.03% 271
2019
Q1
$161K Buy
+3,712
New +$161K 0.01% 223