Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,010
Closed -$527K 120
2019
Q4
$527K Sell
2,010
-46
-2% -$12.1K 0.32% 81
2019
Q3
$547K Buy
+2,056
New +$547K 0.39% 75