Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,372
Closed -$395K 372
2019
Q4
$395K Sell
1,372
-89
-6% -$25.6K 0.04% 277
2019
Q3
$419K Sell
1,461
-8
-0.5% -$2.29K 0.04% 273
2019
Q2
$413K Sell
1,469
-33
-2% -$9.28K 0.04% 284
2019
Q1
$370K Sell
1,502
-287
-16% -$70.7K 0.04% 290
2018
Q4
$332K Buy
1,789
+438
+32% +$81.3K 0.04% 273
2018
Q3
$308K Sell
1,351
-57
-4% -$13K 0.03% 319
2018
Q2
$295K Sell
1,408
-1,443
-51% -$302K 0.03% 316
2018
Q1
$576K Buy
+2,851
New +$576K 0.05% 223