Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,030
Closed -$437K 46
2019
Q4
$437K Buy
5,030
+628
+14% +$54.6K 0.49% 16
2019
Q3
$354K Buy
+4,402
New +$354K 0.37% 24