Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,576
Closed -$600K 148
2019
Q4
$600K Buy
4,576
+4
+0.1% +$524 0.11% 145
2019
Q3
$575K Buy
+4,572
New +$575K 0.13% 129