Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,948
Closed -$288K 81
2019
Q4
$288K Buy
+1,948
New +$288K 0.07% 70
2019
Q3
Sell
-1,566
Closed -$226K 73
2019
Q2
$226K Hold
1,566
0.06% 66
2019
Q1
$271K Hold
1,566
0.08% 61
2018
Q4
$249K Hold
1,566
0.08% 64
2018
Q3
$273K Buy
1,566
+210
+15% +$36.6K 0.08% 65
2018
Q2
$223K Buy
+1,356
New +$223K 0.07% 75