Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,044
Closed -$262K 416
2019
Q4
$262K Buy
9,044
+478
+6% +$13.8K 0.01% 466
2019
Q3
$236K Buy
+8,566
New +$236K 0.01% 757
2018
Q3
Sell
-9,465
Closed -$218K 907
2018
Q2
$218K Buy
+9,465
New +$218K 0.01% 854