Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,785
Closed -$428K 438
2020
Q1
$428K Sell
7,785
-122
-2% -$6.71K 0.09% 193
2019
Q4
$571K Sell
7,907
-220
-3% -$15.9K 0.09% 206
2019
Q3
$537K Buy
8,127
+2,374
+41% +$157K 0.09% 205
2019
Q2
$357K Buy
5,753
+441
+8% +$27.4K 0.06% 249
2019
Q1
$288K Buy
+5,312
New +$288K 0.05% 291
2016
Q3
Sell
-4,217
Closed -$243 370
2016
Q2
$243 Sell
4,217
-90
-2% -$5 0.02% 543
2016
Q1
$260K Sell
4,307
-146
-3% -$8.81K 0.02% 508
2015
Q4
$243K Sell
4,453
-83
-2% -$4.53K 0.02% 529
2015
Q3
$258K Buy
+4,536
New +$258K 0.02% 563