Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,880
Closed -$460K 422
2019
Q4
$460K Buy
2,880
+426
+17% +$68K 0.29% 138
2019
Q3
$443K Buy
+2,454
New +$443K 0.3% 124