Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,998
Closed -$293K 179
2020
Q1
$293K Buy
11,998
+293
+3% +$7.15K 0.17% 143
2019
Q4
$430K Sell
11,705
-3,193
-21% -$117K 0.22% 108
2019
Q3
$566K Buy
14,898
+3,092
+26% +$117K 0.5% 67
2019
Q2
$479K Buy
11,806
+471
+4% +$19.1K 0.51% 61
2019
Q1
$489K Buy
11,335
+2,339
+26% +$101K 0.64% 51
2018
Q4
$331K Buy
+8,996
New +$331K 0.17% 134