Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,608
Closed -$273K 182
2019
Q4
$273K Sell
3,608
-15
-0.4% -$1.14K 0.09% 126
2019
Q3
$267K Hold
3,623
0.1% 116
2019
Q2
$249K Buy
+3,623
New +$249K 0.1% 112
2018
Q4
Sell
-2,979
Closed -$202K 130
2018
Q3
$202K Hold
2,979
0.12% 60
2018
Q2
$208K Buy
+2,979
New +$208K 0.13% 62