Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$318K Buy
847
+69
+9% +$25.9K 0.11% 68
2019
Q4
$252K Buy
+778
New +$252K 0.05% 97
2019
Q3
Sell
-707
Closed -$217K 130
2019
Q2
$217K Buy
707
+65
+10% +$20K 0.05% 112
2019
Q1
$229K Buy
642
+1
+0.2% +$357 0.05% 93
2018
Q4
$172K Sell
641
-51
-7% -$13.7K 0.04% 128
2018
Q3
$259K Buy
692
+6
+0.9% +$2.25K 0.05% 120
2018
Q2
$269K Buy
686
+60
+10% +$23.5K 0.06% 111
2018
Q1
$185K Buy
+626
New +$185K 0.04% 138