Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,549
Closed -$309K 189
2019
Q4
$309K Sell
8,549
-479
-5% -$17.3K 0.07% 153
2019
Q3
$352K Sell
9,028
-2,486
-22% -$96.9K 0.09% 136
2019
Q2
$455K Sell
11,514
-7,588
-40% -$300K 0.12% 106
2019
Q1
$709K Buy
+19,102
New +$709K 0.18% 79