Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$224K Sell
1,042
-524
-33% -$113K 0.11% 104
2020
Q1
$305K Sell
1,566
-84
-5% -$16.4K 0.12% 101
2019
Q4
$350K Buy
1,650
+7
+0.4% +$1.49K 0.09% 100
2019
Q3
$273K Buy
1,643
+91
+6% +$15.1K 0.07% 121
2019
Q2
$263K Buy
+1,552
New +$263K 0.07% 128
2018
Q3
Sell
-1,811
Closed -$336K 152
2018
Q2
$336K Buy
1,811
+58
+3% +$10.8K 0.08% 108
2018
Q1
$322K Buy
+1,753
New +$322K 0.09% 95