Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,453
Closed -$544K 151
2019
Q4
$544K Sell
5,453
-105
-2% -$10.5K 0.19% 106
2019
Q3
$487K Sell
5,558
-82
-1% -$7.19K 0.18% 105
2019
Q2
$467K Buy
+5,640
New +$467K 0.18% 104
2013
Q3
Sell
-4,151
Closed -$222K 127
2013
Q2
$222K Buy
+4,151
New +$222K 0.2% 116