Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-11,458
Closed -$847K 274
2019
Q4
$847K Buy
11,458
+50
+0.4% +$3.7K 0.29% 107
2019
Q3
$678K Buy
+11,408
New +$678K 0.24% 132