Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-17,454
Closed -$2.72M 192
2019
Q4
$2.72M Buy
17,454
+1,585
+10% +$247K 0.45% 54
2019
Q3
$2.56M Buy
15,869
+807
+5% +$130K 0.46% 53
2019
Q2
$2.22M Buy
15,062
+1,952
+15% +$287K 0.43% 57
2019
Q1
$1.84M Buy
+13,110
New +$1.84M 0.39% 58
2018
Q4
Sell
-12
Closed -$2K 214
2018
Q3
$2K Buy
+12
New +$2K ﹤0.01% 708