Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,049
Closed -$455K 505
2019
Q4
$455K Buy
7,049
+2,096
+42% +$135K 0.02% 359
2019
Q3
$284K Buy
4,953
+1,275
+35% +$73.1K 0.01% 728
2019
Q2
$223K Buy
+3,678
New +$223K 0.01% 825
2019
Q1
Sell
-9,473
Closed -$424K 900
2018
Q4
$424K Buy
9,473
+2,105
+29% +$94.2K 0.02% 579
2018
Q3
$434K Sell
7,368
-4,283
-37% -$252K 0.02% 718
2018
Q2
$605K Buy
+11,651
New +$605K 0.02% 612