Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-963
Closed -$223K 237
2020
Q1
$223K Buy
963
+60
+7% +$13.9K 0.13% 148
2019
Q4
$232K Buy
+903
New +$232K 0.12% 178
2019
Q3
Sell
-398
Closed -$82K 243
2019
Q2
$82K Sell
398
-20
-5% -$4.12K 0.06% 292
2019
Q1
$76K Buy
418
+32
+8% +$5.82K 0.06% 281
2018
Q4
$55K Buy
386
+13
+3% +$1.85K 0.05% 279
2018
Q3
$70K Buy
373
+60
+19% +$11.3K 0.06% 268
2018
Q2
$55K Buy
+313
New +$55K 0.05% 315