Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-14,690
Closed -$326K 53
2020
Q1
$326K Sell
14,690
-1,110
-7% -$24.6K 0.34% 53
2019
Q4
$458K Hold
15,800
0.41% 50
2019
Q3
$435K Hold
15,800
0.43% 48
2019
Q2
$389K Buy
15,800
+100
+0.6% +$2.46K 0.37% 52
2019
Q1
$325K Buy
+15,700
New +$325K 0.34% 51