Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-28,917
Closed -$665K 181
2019
Q4
$665K Sell
28,917
-1,979
-6% -$45.5K 0.15% 103
2019
Q3
$826K Buy
+30,896
New +$826K 0.21% 71