Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-27,590
Closed -$235K 854
2020
Q1
$235K Buy
27,590
+1,828
+7% +$15.6K 0.01% 650
2019
Q4
$532K Sell
25,762
-2,771
-10% -$57.2K 0.01% 537
2019
Q3
$578K Sell
28,533
-40
-0.1% -$810 0.01% 529
2019
Q2
$720K Buy
28,573
+1,127
+4% +$28.4K 0.02% 437
2019
Q1
$702K Buy
+27,446
New +$702K 0.02% 427