Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,658
Closed -$201K 357
2019
Q4
$201K Buy
+2,658
New +$201K 0.02% 348
2019
Q1
Sell
-3,722
Closed -$201K 376
2018
Q4
$201K Buy
3,722
+137
+4% +$7.4K 0.02% 342
2018
Q3
$244K Sell
3,585
-46
-1% -$3.13K 0.02% 346
2018
Q2
$254K Sell
3,631
-2,302
-39% -$161K 0.02% 336
2018
Q1
$338K Sell
5,933
-496
-8% -$28.3K 0.03% 285
2017
Q4
$344K Hold
6,429
0.03% 254
2017
Q3
$356K Buy
+6,429
New +$356K 0.04% 262