Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,376
Closed -$614K 184
2019
Q4
$614K Sell
2,376
-222
-9% -$57.4K 0.12% 140
2019
Q3
$566K Sell
2,598
-62
-2% -$13.5K 0.13% 132
2019
Q2
$635K Sell
2,660
-343
-11% -$81.9K 0.25% 72
2019
Q1
$597K Buy
+3,003
New +$597K 0.22% 78
2018
Q4
Sell
-2,920
Closed -$518K 118
2018
Q3
$518K Buy
2,920
+64
+2% +$11.4K 0.22% 87
2018
Q2
$472K Buy
+2,856
New +$472K 0.21% 85