Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,229
Closed -$387K 193
2019
Q4
$387K Sell
9,229
-783
-8% -$32.8K 0.09% 153
2019
Q3
$371K Buy
10,012
+1,746
+21% +$64.7K 0.09% 143
2019
Q2
$320K Buy
+8,266
New +$320K 0.08% 154