Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,037
Closed -$456K 362
2019
Q4
$456K Sell
1,037
-2,027
-66% -$891K 0.02% 358
2019
Q3
$1.28M Buy
3,064
+345
+13% +$144K 0.06% 328
2019
Q2
$981K Buy
2,719
+2,043
+302% +$737K 0.04% 496
2019
Q1
$216K Sell
676
-571
-46% -$182K 0.01% 790
2018
Q4
$348K Buy
1,247
+482
+63% +$135K 0.02% 643
2018
Q3
$244K Sell
765
-445
-37% -$142K 0.01% 824
2018
Q2
$389K Buy
+1,210
New +$389K 0.01% 739
2018
Q1
Sell
-2,967
Closed -$721K 830
2017
Q4
$721K Buy
+2,967
New +$721K 0.02% 658