Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,507
Closed -$447K 114
2019
Q4
$447K Buy
2,507
+600
+31% +$107K 0.18% 72
2019
Q3
$304K Buy
+1,907
New +$304K 0.13% 98