Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,557
Closed -$263K 101
2019
Q4
$263K Sell
3,557
-203
-5% -$15K 0.06% 140
2019
Q3
$230K Sell
3,760
-140
-4% -$8.56K 0.05% 155
2019
Q2
$255K Sell
3,900
-65
-2% -$4.25K 0.05% 141
2019
Q1
$230K Buy
+3,965
New +$230K 0.06% 148