Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-13,936
Closed -$636K 231
2020
Q1
$636K Buy
13,936
+3,728
+37% +$170K 0.08% 134
2019
Q4
$873K Sell
10,208
-80
-0.8% -$6.84K 0.08% 133
2019
Q3
$817K Buy
10,288
+1,675
+19% +$133K 0.08% 135
2019
Q2
$609K Buy
8,613
+599
+7% +$42.4K 0.06% 162
2019
Q1
$535K Buy
8,014
+2,000
+33% +$134K 0.05% 170
2018
Q4
$377K Buy
+6,014
New +$377K 0.04% 181