Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-29,215
Closed -$616K 883
2020
Q1
$616K Sell
29,215
-13,340
-31% -$281K 0.02% 529
2019
Q4
$1.1M Buy
42,555
+3,210
+8% +$82.7K 0.02% 491
2019
Q3
$955K Sell
39,345
-403
-1% -$9.78K 0.02% 509
2019
Q2
$983K Buy
39,748
+1,872
+5% +$46.3K 0.02% 497
2019
Q1
$990K Buy
37,876
+27,889
+279% +$729K 0.02% 488
2018
Q4
$227K Sell
9,987
-6,990
-41% -$159K 0.01% 798
2018
Q3
$450K Buy
16,977
+4,660
+38% +$124K 0.01% 706
2018
Q2
$311K Buy
12,317
+2,635
+27% +$66.5K 0.01% 792
2018
Q1
$206K Hold
9,682
0.01% 854
2017
Q4
$188K Buy
9,682
+567
+6% +$11K 0.01% 876
2017
Q3
$154K Buy
+9,115
New +$154K ﹤0.01% 903