Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14,801
Closed -$834K 220
2019
Q4
$834K Buy
14,801
+315
+2% +$17.7K 0.3% 97
2019
Q3
$581K Buy
+14,486
New +$581K 0.23% 115