Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,670
Closed -$821K 364
2019
Q4
$821K Buy
8,670
+705
+9% +$66.8K 0.23% 232
2019
Q3
$604K Sell
7,965
-226
-3% -$17.1K 0.11% 254
2019
Q2
$684K Buy
+8,191
New +$684K 0.12% 238
2018
Q1
Sell
-9,176
Closed -$834K 321
2017
Q4
$834K Buy
+9,176
New +$834K 0.21% 187