Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,608
Closed -$206K 313
2019
Q4
$206K Buy
3,608
+154
+4% +$8.79K 0.09% 110
2019
Q3
$256K Buy
3,454
+5
+0.1% +$371 0.14% 98
2019
Q2
$236K Sell
3,449
-96
-3% -$6.57K 0.14% 95
2019
Q1
$226K Sell
3,545
-281
-7% -$17.9K 0.14% 98
2018
Q4
$224K Buy
+3,826
New +$224K 0.15% 101