Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,520
Closed -$319K 169
2019
Q4
$319K Sell
4,520
-616
-12% -$43.5K 0.38% 92
2019
Q3
$326K Hold
5,136
0.42% 86
2019
Q2
$311K Buy
5,136
+2,054
+67% +$124K 0.43% 81
2019
Q1
$126K Buy
+3,082
New +$126K 0.18% 127