Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,958
Closed -$428K 114
2019
Q4
$428K Sell
6,958
-95
-1% -$5.84K 0.28% 70
2019
Q3
$386K Sell
7,053
-323
-4% -$17.7K 0.27% 73
2019
Q2
$384K Buy
+7,376
New +$384K 0.27% 84
2018
Q4
Sell
-6,443
Closed -$371K 110
2018
Q3
$371K Buy
+6,443
New +$371K 0.28% 81