Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$966K Hold
9,244
0.02% 518
2019
Q4
$1.94M Hold
9,244
0.03% 423
2019
Q3
$1.87M Hold
9,244
0.04% 395
2019
Q2
$1.92M Hold
9,244
0.04% 384
2019
Q1
$1.78M Hold
9,244
0.04% 404
2018
Q4
$1.3M Buy
9,244
+2,700
+41% +$378K 0.03% 458
2018
Q3
$1.31M Hold
6,544
0.03% 515
2018
Q2
$1.25M Buy
6,544
+1,500
+30% +$286K 0.03% 523
2018
Q1
$790K Buy
5,044
+1,500
+42% +$235K 0.02% 622
2017
Q4
$501K Buy
+3,544
New +$501K 0.01% 678