Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-31,584
Closed -$381K 123
2020
Q1
$381K Sell
31,584
-4,548
-13% -$54.9K 0.4% 70
2019
Q4
$822K Buy
36,132
+8,685
+32% +$198K 0.5% 57
2019
Q3
$623K Sell
27,447
-175
-0.6% -$3.97K 0.37% 65
2019
Q2
$605K Sell
27,622
-1,502
-5% -$32.9K 0.33% 79
2019
Q1
$659K Sell
29,124
-2,843
-9% -$64.3K 0.39% 68
2018
Q4
$738K Sell
31,967
-5,146
-14% -$119K 0.5% 60
2018
Q3
$990K Sell
37,113
-5,653
-13% -$151K 0.52% 64
2018
Q2
$1.06M Buy
+42,766
New +$1.06M 0.57% 58