Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-24,854
Closed -$938K 104
2019
Q4
$938K Buy
24,854
+417
+2% +$15.7K 0.56% 60
2019
Q3
$928K Buy
24,437
+2,297
+10% +$87.2K 0.67% 53
2019
Q2
$911K Buy
22,140
+209
+1% +$8.6K 0.84% 33
2019
Q1
$943K Buy
21,931
+4,010
+22% +$172K 0.86% 30
2018
Q4
$659K Buy
+17,921
New +$659K 0.67% 45