Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,867
Closed -$134K 621
2020
Q1
$134K Sell
5,867
-7,596
-56% -$173K 0.02% 533
2019
Q4
$686K Sell
13,463
-718
-5% -$36.6K 0.07% 411
2019
Q3
$704K Sell
14,181
-3,583
-20% -$178K 0.07% 392
2019
Q2
$845K Sell
17,764
-1,870
-10% -$89K 0.09% 358
2019
Q1
$1.35M Buy
19,634
+12,391
+171% +$852K 0.13% 258
2018
Q4
$481K Buy
+7,243
New +$481K 0.07% 379