Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,680
Closed -$366K 121
2020
Q1
$366K Sell
3,680
-22
-0.6% -$2.19K 0.17% 76
2019
Q4
$468K Sell
3,702
-108
-3% -$13.7K 0.19% 65
2019
Q3
$392K Sell
3,810
-99
-3% -$10.2K 0.17% 71
2019
Q2
$442K Buy
3,909
+1,610
+70% +$182K 0.18% 70
2019
Q1
$379K Buy
2,299
+473
+26% +$78K 0.17% 68
2018
Q4
$290K Buy
+1,826
New +$290K 0.2% 68