Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,450
Closed -$272K 58
2019
Q4
$272K Sell
1,450
-550
-28% -$103K 0.31% 42
2019
Q3
$344K Buy
2,000
+250
+14% +$43K 0.36% 31
2019
Q2
$304K Buy
+1,750
New +$304K 0.37% 45