Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,348
Closed -$381K 451
2020
Q1
$381K Buy
8,348
+444
+6% +$20.3K 0.04% 340
2019
Q4
$676K Buy
7,904
+207
+3% +$17.7K 0.06% 195
2019
Q3
$611K Sell
7,697
-63
-0.8% -$5K 0.06% 194
2019
Q2
$549K Buy
7,760
+140
+2% +$9.91K 0.06% 238
2019
Q1
$509K Buy
7,620
+455
+6% +$30.4K 0.05% 272
2018
Q4
$449K Sell
7,165
-71
-1% -$4.45K 0.05% 291
2018
Q3
$530K Sell
7,236
-404
-5% -$29.6K 0.05% 213
2018
Q2
$522K Sell
7,640
-136
-2% -$9.29K 0.06% 213
2018
Q1
$466K Buy
+7,776
New +$466K 0.05% 285