Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,984
Closed -$264K 183
2020
Q1
$264K Buy
2,984
+346
+13% +$30.6K 0.16% 161
2019
Q4
$250K Buy
+2,638
New +$250K 0.13% 173
2019
Q1
Sell
-5,714
Closed -$425K 138
2018
Q4
$425K Buy
+5,714
New +$425K 0.22% 104