Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-13,965
Closed -$736K 463
2019
Q4
$736K Sell
13,965
-7,950
-36% -$419K 0.07% 281
2019
Q3
$1.02M Sell
21,915
-1,770
-7% -$82.6K 0.1% 231
2019
Q2
$1.13M Sell
23,685
-330
-1% -$15.8K 0.11% 216
2019
Q1
$1.09M Sell
24,015
-4,188
-15% -$190K 0.12% 202
2018
Q4
$1.07M Buy
28,203
+3,385
+14% +$129K 0.14% 177
2018
Q3
$1.13M Sell
24,818
-148
-0.6% -$6.73K 0.11% 210
2018
Q2
$1.03M Buy
+24,966
New +$1.03M 0.11% 219