Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,614
Closed -$150K 443
2019
Q4
$150K Sell
2,614
-558
-18% -$32K 0.08% 186
2019
Q3
$231K Buy
3,172
+26
+0.8% +$1.89K 0.15% 140
2019
Q2
$215K Sell
3,146
-66
-2% -$4.51K 0.15% 145
2019
Q1
$204K Buy
+3,212
New +$204K 0.15% 150