Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,818
Closed -$412K 143
2019
Q4
$412K Sell
4,818
-15
-0.3% -$1.28K 0.12% 75
2019
Q3
$384K Buy
4,833
+1,392
+40% +$111K 0.12% 72
2019
Q2
$243K Buy
+3,441
New +$243K 0.07% 119