Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-140
Closed -$32K 111
2020
Q1
$32K Buy
+140
New +$32K 0.02% 203
2019
Q2
Sell
-5,011
Closed -$1.31M 143
2019
Q1
$1.31M Sell
5,011
-709
-12% -$185K 0.46% 103
2018
Q4
$1.13M Sell
5,720
-11
-0.2% -$2.16K 0.46% 105
2018
Q3
$1.3M Buy
5,731
+695
+14% +$158K 0.54% 105
2018
Q2
$1.03M Buy
+5,036
New +$1.03M 0.36% 113