Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,154
Closed -$95K 74
2019
Q4
$95K Sell
10,154
-1,226
-11% -$11.5K 0.06% 56
2019
Q3
$104K Sell
11,380
-3,109
-21% -$28.4K 0.06% 65
2019
Q2
$148K Buy
+14,489
New +$148K 0.09% 63