Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,437
Closed -$334K 234
2019
Q4
$334K Sell
2,437
-632
-21% -$86.6K 0.02% 187
2019
Q3
$362K Sell
3,069
-1,151
-27% -$136K 0.02% 155
2019
Q2
$587K Buy
4,220
+846
+25% +$118K 0.04% 114
2019
Q1
$458K Buy
3,374
+411
+14% +$55.8K 0.03% 121
2018
Q4
$364K Buy
2,963
+1,184
+67% +$145K 0.03% 141
2018
Q3
$258K Buy
1,779
+323
+22% +$46.8K 0.02% 171
2018
Q2
$271K Buy
1,456
+150
+11% +$27.9K 0.02% 148
2018
Q1
$243K Buy
+1,306
New +$243K 0.02% 156