Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,311
Closed -$146K 949
2019
Q4
$146K Buy
5,311
+844
+19% +$23.2K 0.12% 177
2019
Q3
$111K Buy
+4,467
New +$111K 0.12% 192