Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,328
Closed -$479K 156
2019
Q4
$479K Hold
6,328
0.13% 80
2019
Q3
$467K Buy
6,328
+24
+0.4% +$1.77K 0.12% 84
2019
Q2
$434K Hold
6,304
0.11% 90
2019
Q1
$440K Hold
6,304
0.11% 95
2018
Q4
$340K Hold
6,304
0.08% 113
2018
Q3
$427K Hold
6,304
0.09% 101
2018
Q2
$440K Hold
6,304
0.1% 95
2018
Q1
$359K Buy
+6,304
New +$359K 0.1% 88