Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-19,107
Closed -$326K 2380
2019
Q4
$326K Buy
19,107
+109
+0.6% +$1.86K ﹤0.01% 2023
2019
Q3
$343K Sell
18,998
-1,195
-6% -$21.6K ﹤0.01% 1957
2019
Q2
$381K Buy
20,193
+7,027
+53% +$133K ﹤0.01% 1920
2019
Q1
$209K Buy
13,166
+24
+0.2% +$381 ﹤0.01% 2140
2018
Q4
$179K Sell
13,142
-8,159
-38% -$111K ﹤0.01% 2160
2018
Q3
$388K Sell
21,301
-13
-0.1% -$237 ﹤0.01% 1900
2018
Q2
$383K Buy
+21,314
New +$383K ﹤0.01% 1886
2018
Q1
Sell
-10,876
Closed -$254K 2262
2017
Q4
$254K Buy
+10,876
New +$254K ﹤0.01% 2035