Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,545
Closed -$266K 200
2019
Q4
$266K Sell
5,545
-3,070
-36% -$147K 0.06% 185
2019
Q3
$359K Sell
8,615
-240
-3% -$10K 0.1% 124
2019
Q2
$347K Hold
8,855
0.1% 131
2019
Q1
$348K Buy
+8,855
New +$348K 0.11% 119