Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$336K Buy
+1,069
New +$336K 0.11% 62
2019
Q3
Sell
-867
Closed -$249K 127
2019
Q2
$249K Buy
+867
New +$249K 0.06% 97
2019
Q1
Sell
-851
Closed -$244K 682
2018
Q4
$244K Sell
851
-53
-6% -$15.2K 0.06% 90
2018
Q3
$306K Sell
904
-46
-5% -$15.6K 0.06% 93
2018
Q2
$283K Buy
950
+679
+251% +$202K 0.06% 100
2018
Q1
$73K Sell
271
-685
-72% -$185K 0.02% 359
2017
Q4
$237K Buy
+956
New +$237K 0.05% 146