Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,320
Closed -$238K 86
2019
Q4
$238K Buy
6,320
+16
+0.3% +$603 0.22% 83
2019
Q3
$240K Sell
6,304
-797
-11% -$30.3K 0.21% 84
2019
Q2
$297K Buy
7,101
+14
+0.2% +$586 0.28% 71
2019
Q1
$308K Sell
7,087
-89
-1% -$3.87K 0.29% 71
2018
Q4
$265K Sell
7,176
-94
-1% -$3.47K 0.29% 69
2018
Q3
$320K Sell
7,270
-91
-1% -$4.01K 0.29% 70
2018
Q2
$316K Buy
+7,361
New +$316K 0.31% 72