Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,872
Closed -$380K 815
2019
Q4
$380K Buy
8,872
+1,765
+25% +$75.6K 0.02% 761
2019
Q3
$255K Buy
+7,107
New +$255K 0.01% 1028