Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-11,200
Closed -$194K 395
2019
Q4
$194K Sell
11,200
-11,500
-51% -$199K 0.09% 326
2019
Q3
$424K Sell
22,700
-375
-2% -$7K 0.21% 167
2019
Q2
$397K Buy
+23,075
New +$397K 0.53% 59