Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,508
Closed -$338K 184
2019
Q4
$338K Sell
4,508
-196
-4% -$14.7K 0.02% 173
2019
Q3
$321K Sell
4,704
-90
-2% -$6.14K 0.02% 171
2019
Q2
$430K Sell
4,794
-1,185
-20% -$106K 0.03% 164
2019
Q1
$551K Buy
5,979
+867
+17% +$79.9K 0.04% 160
2018
Q4
$424K Sell
5,112
-856
-14% -$71K 0.03% 159
2018
Q3
$634K Buy
+5,968
New +$634K 0.04% 149