Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-28,488
Closed -$648K 161
2019
Q4
$648K Buy
28,488
+12
+0% +$273 0.12% 135
2019
Q3
$572K Buy
+28,476
New +$572K 0.13% 130
2018
Q3
Sell
-33,596
Closed -$475K 125
2018
Q2
$475K Buy
33,596
+4,828
+17% +$68.3K 0.21% 83
2018
Q1
$366K Buy
+28,768
New +$366K 0.16% 96