Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-123,067
Closed -$1.8M 47
2019
Q4
$1.8M Sell
123,067
-2,000
-2% -$29.3K 1.4% 24
2019
Q3
$1.48M Buy
+125,067
New +$1.48M 1.17% 24