Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-48,524
Closed -$227K 321
2020
Q1
$227K Sell
48,524
-6,283
-11% -$29.4K 0.18% 206
2019
Q4
$377K Sell
54,807
-26,627
-33% -$183K 0.29% 166
2019
Q3
$566K Sell
81,434
-7,912
-9% -$55K 0.33% 92
2019
Q2
$597K Buy
89,346
+32,880
+58% +$220K 0.33% 89
2019
Q1
$378K Buy
56,466
+15
+0% +$100 0.24% 184
2018
Q4
$330K Buy
+56,451
New +$330K 0.27% 181