Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,616
Closed -$593K 549
2019
Q4
$593K Buy
9,616
+343
+4% +$21.2K 0.05% 262
2019
Q3
$540K Buy
9,273
+388
+4% +$22.6K 0.05% 321
2019
Q2
$581K Buy
8,885
+147
+2% +$9.61K 0.06% 201
2019
Q1
$538K Sell
8,738
-218
-2% -$13.4K 0.05% 206
2018
Q4
$476K Sell
8,956
-94
-1% -$5K 0.05% 258
2018
Q3
$502K Buy
+9,050
New +$502K 0.05% 284