Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,257
Closed -$268K 875
2019
Q4
$268K Sell
1,257
-11
-0.9% -$2.35K 0.01% 707
2019
Q3
$217K Buy
+1,268
New +$217K 0.01% 663