Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,160
Closed -$309K 30
2019
Q4
$309K Buy
2,160
+86
+4% +$12.3K 0.12% 127
2019
Q3
$256K Buy
+2,074
New +$256K 0.15% 139