Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,747
Closed -$886K 129
2019
Q4
$886K Buy
15,747
+1,000
+7% +$56.3K 0.53% 64
2019
Q3
$751K Buy
14,747
+2,723
+23% +$139K 0.54% 67
2019
Q2
$663K Buy
12,024
+1,581
+15% +$87.2K 0.61% 54
2019
Q1
$609K Buy
10,443
+1,066
+11% +$62.2K 0.56% 53
2018
Q4
$486K Buy
+9,377
New +$486K 0.49% 57