Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-18,419
Closed -$939K 126
2019
Q4
$939K Buy
18,419
+1,092
+6% +$55.7K 0.56% 59
2019
Q3
$817K Buy
17,327
+2,803
+19% +$132K 0.59% 62
2019
Q2
$726K Buy
14,524
+484
+3% +$24.2K 0.67% 48
2019
Q1
$598K Buy
14,040
+1,657
+13% +$70.6K 0.55% 54
2018
Q4
$508K Buy
+12,383
New +$508K 0.51% 54