Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14,488
Closed -$288K 11
2019
Q4
$288K Buy
14,488
+1,607
+12% +$31.9K 0.11% 132
2019
Q3
$210K Buy
+12,881
New +$210K 0.13% 167