Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,731
Closed -$551K 5
2020
Q1
$551K Buy
1,731
+555
+47% +$177K 0.1% 151
2019
Q4
$388K Buy
1,176
+96
+9% +$31.7K 0.05% 222
2019
Q3
$300K Hold
1,080
0.04% 231
2019
Q2
$318K Buy
1,080
+21
+2% +$6.18K 0.05% 232
2019
Q1
$282K Buy
1,059
+89
+9% +$23.7K 0.04% 233
2018
Q4
$216K Sell
970
-270
-22% -$60.1K 0.04% 248
2018
Q3
$342K Buy
+1,240
New +$342K 0.05% 227