Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,671
Closed -$1.3M 195
2019
Q4
$1.3M Buy
7,671
+1,460
+24% +$247K 0.14% 75
2019
Q3
$972K Buy
6,211
+356
+6% +$55.7K 0.12% 84
2019
Q2
$970K Buy
5,855
+870
+17% +$144K 0.11% 84
2019
Q1
$780K Buy
4,985
+1,430
+40% +$224K 0.09% 98
2018
Q4
$517K Buy
3,555
+2,350
+195% +$342K 0.07% 121
2018
Q3
$221K Buy
+1,205
New +$221K 0.03% 174