Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$204K Sell
744
-714
-49% -$196K 0.02% 201
2020
Q1
$308K Sell
1,458
-18
-1% -$3.8K 0.04% 179
2019
Q4
$350K Sell
1,476
-551
-27% -$131K 0.04% 190
2019
Q3
$415K Sell
2,027
-102
-5% -$20.9K 0.05% 173
2019
Q2
$416K Buy
2,129
+7
+0.3% +$1.37K 0.05% 183
2019
Q1
$384K Sell
2,122
-59
-3% -$10.7K 0.04% 189
2018
Q4
$305K Sell
2,181
-144
-6% -$20.1K 0.04% 204
2018
Q3
$389K Buy
+2,325
New +$389K 0.05% 206