Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,536
Closed -$289K 409
2019
Q4
$289K Sell
2,536
-545
-18% -$62.1K ﹤0.01% 360
2019
Q3
$385K Buy
3,081
+617
+25% +$77.1K ﹤0.01% 329
2019
Q2
$330K Buy
+2,464
New +$330K ﹤0.01% 337