Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,784
Closed -$224K 228
2019
Q4
$224K Sell
9,784
-88
-0.9% -$2.02K 0.06% 230
2019
Q3
$200K Buy
+9,872
New +$200K 0.06% 243