Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,608
Closed -$421K 335
2019
Q4
$421K Sell
1,608
-122
-7% -$31.9K 0.12% 287
2019
Q3
$460K Sell
1,730
-32
-2% -$8.51K 0.09% 285
2019
Q2
$460K Buy
+1,762
New +$460K 0.08% 281
2017
Q3
Sell
-41,506
Closed -$5.51M 273
2017
Q2
$5.51M Buy
+41,506
New +$5.51M 0.93% 46