Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,380
Closed -$249K 85
2019
Q4
$249K Hold
6,380
0.22% 77
2019
Q3
$244K Buy
6,380
+1,546
+32% +$59.1K 0.23% 77
2019
Q2
$202K Buy
+4,834
New +$202K 0.19% 80