Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-21,054
Closed -$472K 128
2019
Q4
$472K Sell
21,054
-1,097
-5% -$24.6K 0.07% 143
2019
Q3
$496K Sell
22,151
-6,009
-21% -$135K 0.07% 151
2019
Q2
$625K Sell
28,160
-18,844
-40% -$418K 0.07% 159
2019
Q1
$1.01M Buy
+47,004
New +$1.01M 0.1% 98
2018
Q4
Sell
-38,081
Closed -$993K 127
2018
Q3
$993K Buy
38,081
+19,061
+100% +$497K 0.08% 131
2018
Q2
$469K Sell
19,020
-6,694
-26% -$165K 0.04% 127
2018
Q1
$552K Buy
+25,714
New +$552K 0.05% 126