Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,650
Closed -$295K 228
2019
Q4
$295K Sell
6,650
-450
-6% -$20K 0.06% 469
2019
Q3
$401K Buy
+7,100
New +$401K 0.03% 429