Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-11,834
Closed -$626K 62
2019
Q4
$626K Hold
11,834
0.65% 38
2019
Q3
$619K Hold
11,834
0.73% 37
2019
Q2
$649K Sell
11,834
-150
-1% -$8.23K 0.81% 36
2019
Q1
$599K Sell
11,984
-1,153
-9% -$57.6K 0.77% 37
2018
Q4
$599K Buy
+13,137
New +$599K 0.86% 37