Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,093
Closed -$338K 151
2020
Q1
$338K Sell
2,093
-32
-2% -$5.17K 0.13% 92
2019
Q4
$399K Sell
2,125
-590
-22% -$111K 0.11% 92
2019
Q3
$468K Buy
2,715
+344
+15% +$59.3K 0.12% 83
2019
Q2
$414K Buy
2,371
+116
+5% +$20.3K 0.1% 95
2019
Q1
$353K Sell
2,255
-464
-17% -$72.6K 0.09% 112
2018
Q4
$359K Buy
2,719
+322
+13% +$42.5K 0.08% 104
2018
Q3
$360K Sell
2,397
-35
-1% -$5.26K 0.07% 110
2018
Q2
$322K Sell
2,432
-135
-5% -$17.9K 0.07% 109
2018
Q1
$307K Buy
+2,567
New +$307K 0.09% 100