Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-30,000
Closed -$522K 80
2019
Q3
$522K Hold
30,000
1.19% 11
2019
Q2
$593K Hold
30,000
0.75% 13
2019
Q1
$270K Buy
+30,000
New +$270K 0.81% 10