Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-600
Closed -$264K 20
2019
Q4
$264K Sell
600
-250
-29% -$110K 0.3% 46
2019
Q3
$355K Buy
+850
New +$355K 0.37% 22