Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,393
Closed -$568K 179
2019
Q4
$568K Sell
2,393
-68
-3% -$16.1K 0.11% 152
2019
Q3
$504K Buy
2,461
+118
+5% +$24.2K 0.11% 147
2019
Q2
$458K Buy
+2,343
New +$458K 0.18% 99
2018
Q3
Sell
-2,662
Closed -$454K 131
2018
Q2
$454K Buy
2,662
+361
+16% +$61.6K 0.2% 90
2018
Q1
$371K Buy
+2,301
New +$371K 0.16% 94