Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-18,710
Closed -$867K 174
2019
Q4
$867K Buy
18,710
+3,945
+27% +$183K 0.44% 53
2019
Q3
$661K Buy
14,765
+3,300
+29% +$148K 0.4% 58
2019
Q2
$499K Buy
11,465
+2,620
+30% +$114K 0.31% 66
2019
Q1
$548K Sell
8,845
-3,475
-28% -$215K 0.35% 64
2018
Q4
$720K Buy
12,320
+1,715
+16% +$100K 0.51% 39
2018
Q3
$776K Buy
+10,605
New +$776K 0.51% 38