Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,036
Closed -$648K 163
2019
Q4
$648K Buy
3,036
+1,576
+108% +$336K 0.43% 77
2019
Q3
$249K Buy
+1,460
New +$249K 0.17% 146