Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$279K Sell
1,874
-140
-7% -$20.8K 0.09% 80
2019
Q4
$656K Sell
2,014
-112
-5% -$36.5K 0.14% 40
2019
Q3
$809K Sell
2,126
-8
-0.4% -$3.04K 0.18% 32
2019
Q2
$706K Buy
2,134
+95
+5% +$31.4K 0.16% 43
2019
Q1
$778K Sell
2,039
-150
-7% -$57.2K 0.18% 34
2018
Q4
$706K Sell
2,189
-281
-11% -$90.6K 0.16% 41
2018
Q3
$919K Sell
2,470
-242
-9% -$90K 0.17% 33
2018
Q2
$910K Sell
2,712
-1,437
-35% -$482K 0.19% 32
2018
Q1
$1.36M Sell
4,149
-3,272
-44% -$1.07M 0.29% 18
2017
Q4
$2.19M Buy
+7,421
New +$2.19M 0.47% 19