Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,877
Closed -$159K 202
2019
Q4
$159K Buy
10,877
+89
+0.8% +$1.3K 0.11% 181
2019
Q3
$168K Buy
10,788
+312
+3% +$4.86K 0.13% 165
2019
Q2
$165K Buy
10,476
+33
+0.3% +$520 0.13% 168
2019
Q1
$170K Buy
+10,443
New +$170K 0.14% 166