Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-889
Closed -$137K 626
2019
Q4
$137K Sell
889
-422
-32% -$65K 0.03% 407
2019
Q3
$196K Sell
1,311
-16
-1% -$2.39K 0.05% 346
2019
Q2
$214K Sell
1,327
-212
-14% -$34.2K 0.04% 356
2019
Q1
$221K Sell
1,539
-5
-0.3% -$718 0.05% 282
2018
Q4
$179K Buy
1,544
+150
+11% +$17.4K 0.02% 274
2018
Q3
$181K Sell
1,394
-63
-4% -$8.18K 0.02% 269
2018
Q2
$145 Buy
+1,457
New +$145 0.02% 292