Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-37,466
Closed -$421K 180
2019
Q4
$421K Sell
37,466
-6,288
-14% -$70.7K 0.06% 138
2019
Q3
$460K Buy
43,754
+1,137
+3% +$12K 0.08% 118
2019
Q2
$571K Sell
42,617
-3,692
-8% -$49.5K 0.09% 106
2019
Q1
$533K Buy
+46,309
New +$533K 0.09% 109