Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14,234
Closed -$537K 177
2019
Q4
$537K Buy
14,234
+470
+3% +$17.7K 0.12% 125
2019
Q3
$523K Sell
13,764
-260
-2% -$9.88K 0.15% 103
2019
Q2
$575K Hold
14,024
0.16% 105
2019
Q1
$603K Buy
+14,024
New +$603K 0.19% 91