Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,644
Closed -$567K 486
2019
Q4
$567K Buy
3,644
+148
+4% +$23K 0.05% 306
2019
Q3
$564K Buy
+3,496
New +$564K 0.06% 273
2018
Q3
Sell
-3,087
Closed -$392K 439
2018
Q2
$392K Sell
3,087
-69
-2% -$8.76K 0.04% 361
2018
Q1
$432K Buy
3,156
+177
+6% +$24.2K 0.05% 342
2017
Q4
$435K Buy
+2,979
New +$435K 0.05% 320