Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,579
Closed -$125K 766
2020
Q1
$125K Sell
7,579
-254,459
-97% -$4.2M ﹤0.01% 588
2019
Q4
$10.3M Buy
262,038
+2,377
+0.9% +$93.5K 0.06% 211
2019
Q3
$9.78M Buy
+259,661
New +$9.78M 0.06% 222
2018
Q2
Sell
-237,760
Closed -$7.57M 686
2018
Q1
$7.57M Sell
237,760
-72,062
-23% -$2.3M 0.03% 260
2017
Q4
$10.7M Sell
309,822
-13,712
-4% -$472K 0.05% 225
2017
Q3
$8.65M Sell
323,534
-8,529
-3% -$228K 0.04% 250
2017
Q2
$9.48M Buy
+332,063
New +$9.48M 0.04% 224