Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,756
Closed -$262K 132
2019
Q4
$262K Buy
+2,756
New +$262K 0.07% 84
2019
Q3
Sell
-633
Closed -$51K 216
2019
Q2
$51K Sell
633
-2
-0.3% -$161 0.02% 132
2019
Q1
$50K Buy
+635
New +$50K 0.02% 151
2018
Q2
Sell
-187
Closed -$16K 201
2018
Q1
$16K Sell
187
-14
-7% -$1.2K 0.01% 219
2017
Q4
$17K Sell
201
-420
-68% -$35.5K 0.01% 170
2017
Q3
$61K Buy
+621
New +$61K 0.04% 149