Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,855
Closed -$386K 478
2019
Q4
$386K Sell
5,855
-125
-2% -$8.24K 0.03% 340
2019
Q3
$356K Sell
5,980
-204
-3% -$12.1K 0.03% 345
2019
Q2
$394K Sell
6,184
-601
-9% -$38.3K 0.04% 322
2019
Q1
$397K Sell
6,785
-523
-7% -$30.6K 0.04% 315
2018
Q4
$410K Sell
7,308
-125
-2% -$7.01K 0.05% 298
2018
Q3
$496K Sell
7,433
-137
-2% -$9.14K 0.06% 269
2018
Q2
$527K Buy
+7,570
New +$527K 0.06% 253