Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$449K Buy
3,162
+805
+34% +$114K 0.01% 739
2020
Q1
$254K Sell
2,357
-133
-5% -$14.3K 0.01% 812
2019
Q4
$385K Buy
2,490
+31
+1% +$4.79K 0.01% 788
2019
Q3
$367K Buy
2,459
+125
+5% +$18.7K 0.01% 769
2019
Q2
$376K Buy
2,334
+141
+6% +$22.7K 0.01% 758
2019
Q1
$315K Buy
+2,193
New +$315K 0.01% 796
2017
Q2
Sell
-9,281
Closed -$747K 769
2017
Q1
$747K Sell
9,281
-1,896
-17% -$153K 0.03% 468
2016
Q4
$850K Buy
+11,177
New +$850K 0.05% 333