Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,384
Closed -$540K 545
2019
Q4
$540K Sell
10,384
-4,567
-31% -$237K 0.02% 250
2019
Q3
$770K Buy
+14,951
New +$770K 0.03% 217