Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-18,437
Closed -$544K 268
2019
Q4
$544K Buy
18,437
+73
+0.4% +$2.15K 0.06% 210
2019
Q3
$525K Buy
18,364
+8,283
+82% +$237K 0.06% 213
2019
Q2
$255K Buy
10,081
+1,324
+15% +$33.5K 0.02% 253
2019
Q1
$207K Buy
+8,757
New +$207K 0.02% 265
2018
Q4
Sell
-9,022
Closed -$229K 274
2018
Q3
$229K Buy
+9,022
New +$229K 0.02% 255