Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,797
Closed -$230K 67
2019
Q4
$230K Buy
4,797
+20
+0.4% +$959 0.12% 70
2019
Q3
$236K Sell
4,777
-235
-5% -$11.6K 0.13% 66
2019
Q2
$274K Sell
5,012
-300
-6% -$16.4K 0.15% 61
2019
Q1
$286K Sell
5,312
-112
-2% -$6.03K 0.18% 58
2018
Q4
$235K Buy
+5,424
New +$235K 0.17% 59