Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-31,150
Closed -$316K 893
2019
Q4
$316K Sell
31,150
-1,355
-4% -$13.7K ﹤0.01% 787
2019
Q3
$328K Buy
+32,505
New +$328K ﹤0.01% 800