Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-16,739
Closed -$190K 639
2019
Q4
$190K Sell
16,739
-724
-4% -$8.22K 0.02% 605
2019
Q3
$184K Sell
17,463
-1,441
-8% -$15.2K 0.02% 627
2019
Q2
$253K Buy
18,904
+1,603
+9% +$21.5K 0.03% 519
2019
Q1
$199K Buy
17,301
+6,566
+61% +$75.5K 0.03% 598
2018
Q4
$70K Buy
+10,735
New +$70K 0.01% 591