Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-23,582
Closed -$423K 454
2019
Q4
$423K Sell
23,582
-18,006
-43% -$323K 0.2% 181
2019
Q3
$983K Buy
+41,588
New +$983K 0.49% 49