Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-29,212
Closed -$182K 612
2020
Q1
$182K Sell
29,212
-1,943
-6% -$12.1K 0.01% 596
2019
Q4
$699K Sell
31,155
-3,049
-9% -$68.4K 0.02% 558
2019
Q3
$766K Buy
34,204
+17,201
+101% +$385K 0.03% 520
2019
Q2
$377K Hold
17,003
0.02% 564
2019
Q1
$364K Hold
17,003
0.02% 544
2018
Q4
$368K Buy
17,003
+2,945
+21% +$63.7K 0.03% 515
2018
Q3
$367K Buy
14,058
+2,041
+17% +$53.3K 0.03% 528
2018
Q2
$296K Buy
+12,017
New +$296K 0.03% 532