Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-19,406
Closed -$566K 172
2019
Q4
$566K Buy
19,406
+250
+1% +$7.29K 0.54% 121
2019
Q3
$569K Buy
+19,156
New +$569K 0.59% 95