Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,590
Closed -$259K 65
2019
Q4
$259K Hold
3,590
0.27% 57
2019
Q3
$237K Hold
3,590
0.28% 58
2019
Q2
$223K Sell
3,590
-416
-10% -$25.8K 0.28% 62
2019
Q1
$217K Sell
4,006
-1,189
-23% -$64.4K 0.28% 60
2018
Q4
$304K Buy
+5,195
New +$304K 0.44% 45