Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,352
Closed -$474K 432
2020
Q1
$474K Sell
6,352
-1,499
-19% -$112K 0.04% 236
2019
Q4
$683K Buy
7,851
+1,271
+19% +$111K 0.05% 202
2019
Q3
$567K Sell
6,580
-1,089
-14% -$93.8K 0.04% 235
2019
Q2
$654K Buy
+7,669
New +$654K 0.04% 201
2018
Q3
Sell
-10,175
Closed -$835K 470
2018
Q2
$835K Buy
10,175
+6,814
+203% +$559K 0.04% 243
2018
Q1
$265K Buy
+3,361
New +$265K 0.01% 294