Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-33,116
Closed -$798K 228
2019
Q4
$798K Buy
33,116
+107
+0.3% +$2.58K 0.13% 92
2019
Q3
$649K Buy
33,009
+11,872
+56% +$233K 0.12% 98
2019
Q2
$423K Buy
21,137
+3,132
+17% +$62.7K 0.08% 118
2019
Q1
$340K Buy
+18,005
New +$340K 0.07% 130
2018
Q2
Sell
-58
Closed -$1K 704
2018
Q1
$1K Hold
58
﹤0.01% 757
2017
Q4
$2K Hold
58
﹤0.01% 712
2017
Q3
$1K Buy
+58
New +$1K ﹤0.01% 790