Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,820
Closed -$241K 503
2019
Q4
$241K Sell
2,820
-11
-0.4% -$940 0.02% 471
2019
Q3
$230K Sell
2,831
-26
-0.9% -$2.11K 0.02% 472
2019
Q2
$267K Sell
2,857
-61
-2% -$5.7K 0.03% 436
2019
Q1
$254K Sell
2,918
-30
-1% -$2.61K 0.03% 416
2018
Q4
$229K Buy
+2,948
New +$229K 0.03% 377