Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-28,367
Closed -$988K 423
2019
Q4
$988K Sell
28,367
-670
-2% -$23.3K 0.04% 321
2019
Q3
$1.01M Sell
29,037
-9,633
-25% -$335K 0.04% 312
2019
Q2
$1.32M Sell
38,670
-107
-0.3% -$3.66K 0.05% 300
2019
Q1
$1.34M Sell
38,777
-2,525
-6% -$87.1K 0.05% 302
2018
Q4
$1.45M Sell
41,302
-62
-0.1% -$2.17K 0.07% 296
2018
Q3
$2.04M Buy
+41,364
New +$2.04M 0.08% 285