Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-13,756
Closed -$241K 58
2020
Q1
$241K Sell
13,756
-93
-0.7% -$1.63K 0.06% 139
2019
Q4
$287K Sell
13,849
-110
-0.8% -$2.28K 0.05% 153
2019
Q3
$266K Sell
13,959
-325
-2% -$6.19K 0.05% 157
2019
Q2
$299K Buy
14,284
+599
+4% +$12.5K 0.06% 145
2019
Q1
$268K Sell
13,685
-86
-0.6% -$1.68K 0.06% 143
2018
Q4
$284K Sell
13,771
-87
-0.6% -$1.79K 0.06% 118
2018
Q3
$359K Buy
13,858
+76
+0.6% +$1.97K 0.1% 110
2018
Q2
$315K Buy
+13,782
New +$315K 0.1% 109