Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$292K Buy
3,523
+1,072
+44% +$88.9K 0.1% 78
2019
Q4
$248K Buy
2,451
+11
+0.5% +$1.11K 0.05% 99
2019
Q3
$229K Buy
+2,440
New +$229K 0.05% 97
2019
Q1
Sell
-2,038
Closed -$151K 946
2018
Q4
$151K Buy
2,038
+883
+76% +$65.4K 0.03% 142
2018
Q3
$98K Buy
1,155
+166
+17% +$14.1K 0.02% 222
2018
Q2
$79K Buy
989
+417
+73% +$33.3K 0.02% 276
2018
Q1
$38K Buy
+572
New +$38K 0.01% 535