Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,708
Closed -$200K 245
2019
Q4
$200K Buy
4,708
+130
+3% +$5.52K 0.08% 237
2019
Q3
$200K Buy
+4,578
New +$200K 0.09% 230