Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,004
Closed -$357K 97
2019
Q4
$357K Sell
7,004
-534
-7% -$27.2K 0.29% 74
2019
Q3
$356K Hold
7,538
0.32% 70
2019
Q2
$375K Hold
7,538
0.35% 66
2019
Q1
$321K Buy
7,538
+350
+5% +$14.9K 0.31% 74
2018
Q4
$295K Buy
+7,188
New +$295K 0.32% 73