Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$244K Buy
4,320
+32
+0.7% +$1.81K 0.26% 98
2019
Q4
$325K Sell
4,288
-656
-13% -$49.7K 0.26% 97
2019
Q3
$365K Buy
4,944
+1,294
+35% +$95.5K 0.3% 89
2019
Q2
$251K Buy
+3,650
New +$251K 0.2% 129
2017
Q1
Sell
-4,014
Closed -$202K 220
2016
Q4
$202K Buy
+4,014
New +$202K 0.12% 176