Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$404K Sell
21,683
-14,544
-40% -$271K 0.19% 248
2020
Q1
$578K Sell
36,227
-6,616
-15% -$106K 0.26% 208
2019
Q4
$985K Buy
+42,843
New +$985K 0.27% 223
2019
Q2
Sell
-25,257
Closed -$657K 395
2019
Q1
$657K Buy
+25,257
New +$657K 0.11% 251
2018
Q3
Sell
-22,093
Closed -$523K 399
2018
Q2
$523K Buy
+22,093
New +$523K 0.12% 280