Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-54,260
Closed -$588K 474
2019
Q4
$588K Buy
54,260
+2,160
+4% +$23.4K 0.05% 268
2019
Q3
$508K Buy
+52,100
New +$508K 0.05% 361