Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,723
Closed -$268K 106
2019
Q4
$268K Sell
1,723
-797
-32% -$124K 0.16% 115
2019
Q3
$407K Buy
2,520
+69
+3% +$11.1K 0.29% 86
2019
Q2
$364K Hold
2,451
0.33% 67
2019
Q1
$343K Buy
+2,451
New +$343K 0.31% 68