Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-88,295
Closed -$413K 343
2020
Q1
$413K Buy
88,295
+4,452
+5% +$20.8K 0.04% 322
2019
Q4
$577K Buy
83,843
+2,927
+4% +$20.1K 0.05% 288
2019
Q3
$562K Buy
80,916
+4,249
+6% +$29.5K 0.06% 277
2019
Q2
$512K Buy
76,667
+1,606
+2% +$10.7K 0.05% 292
2019
Q1
$503K Buy
+75,061
New +$503K 0.05% 283