Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,410
Closed -$334K 204
2019
Q4
$334K Buy
4,410
+1,013
+30% +$76.7K 0.08% 160
2019
Q3
$250K Buy
+3,397
New +$250K 0.07% 146