Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,644
Closed -$510K 246
2019
Q4
$510K Buy
2,644
+307
+13% +$59.2K 0.07% 195
2019
Q3
$462K Buy
2,337
+810
+53% +$160K 0.07% 200
2019
Q2
$301K Buy
1,527
+118
+8% +$23.3K 0.04% 237
2019
Q1
$249K Sell
1,409
-185
-12% -$32.7K 0.04% 245
2018
Q4
$230K Hold
1,594
0.04% 242
2018
Q3
$251K Buy
+1,594
New +$251K 0.03% 255