Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,192
Closed -$280K 158
2019
Q4
$280K Buy
6,192
+850
+16% +$38.4K 0.11% 124
2019
Q3
$269K Buy
+5,342
New +$269K 0.12% 127