Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-267,191
Closed -$1.12M 379
2019
Q4
$1.12M Sell
267,191
-81,824
-23% -$342K 0.12% 185
2019
Q3
$1.33M Buy
+349,015
New +$1.33M 0.15% 143