Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,227
Closed -$222K 35
2019
Q4
$222K Buy
+4,227
New +$222K 1.11% 45
2019
Q1
Sell
-5,879
Closed -$268K 232
2018
Q4
$268K Sell
5,879
-6,428
-52% -$293K 0.17% 154
2018
Q3
$618K Buy
+12,307
New +$618K 0.31% 74