Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-30,218
Closed -$399K 407
2019
Q4
$399K Sell
30,218
-17,400
-37% -$230K 0.03% 277
2019
Q3
$594K Sell
47,618
-200
-0.4% -$2.5K 0.05% 227
2019
Q2
$564K Sell
47,818
-1,542
-3% -$18.2K 0.05% 223
2019
Q1
$592K Buy
+49,360
New +$592K 0.04% 256