Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,800
Closed -$256K 24
2019
Q4
$256K Sell
3,800
-2,000
-34% -$135K 0.29% 49
2019
Q3
$389K Buy
+5,800
New +$389K 0.41% 11