Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,559
Closed -$270K 126
2020
Q1
$270K Buy
1,559
+8
+0.5% +$1.39K 0.1% 111
2019
Q4
$238K Buy
1,551
+9
+0.6% +$1.38K 0.06% 123
2019
Q3
$234K Buy
1,542
+9
+0.6% +$1.37K 0.06% 130
2019
Q2
$234K Buy
1,533
+8
+0.5% +$1.22K 0.06% 137
2019
Q1
$245K Buy
1,525
+8
+0.5% +$1.29K 0.06% 133
2018
Q4
$234K Buy
1,517
+7
+0.5% +$1.08K 0.05% 133
2018
Q3
$227K Buy
1,510
+9
+0.6% +$1.35K 0.05% 137
2018
Q2
$203K Buy
+1,501
New +$203K 0.05% 146