Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-38,115
Closed -$177K 182
2019
Q4
$177K Sell
38,115
-1,621
-4% -$7.53K 0.08% 189
2019
Q3
$183K Sell
39,736
-41,408
-51% -$191K 0.09% 189
2019
Q2
$378K Buy
81,144
+3,379
+4% +$15.7K 0.17% 144
2019
Q1
$334K Sell
77,765
-1,150
-1% -$4.94K 0.14% 164
2018
Q4
$309K Sell
78,915
-46,325
-37% -$181K 0.15% 153
2018
Q3
$572K Sell
125,240
-3,195
-2% -$14.6K 0.25% 117
2018
Q2
$595K Buy
128,435
+6,295
+5% +$29.2K 0.28% 120
2018
Q1
$888K Buy
+122,140
New +$888K 0.47% 72