Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,596
Closed -$238K 334
2019
Q4
$238K Buy
6,596
+685
+12% +$24.7K 0.03% 244
2019
Q3
$230K Buy
+5,911
New +$230K 0.03% 247
2018
Q2
Sell
-7,535
Closed -$303K 266
2018
Q1
$303K Buy
7,535
+1,844
+32% +$74.2K 0.12% 123
2017
Q4
$215K Buy
+5,691
New +$215K 0.1% 148