Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,798
Closed -$283K 820
2020
Q2
$283K Sell
10,798
-6,250
-37% -$164K ﹤0.01% 572
2020
Q1
$323K Sell
17,048
-753
-4% -$14.3K 0.01% 485
2019
Q4
$655K Sell
17,801
-1,255
-7% -$46.2K 0.01% 472
2019
Q3
$622K Sell
19,056
-2,718
-12% -$88.7K ﹤0.01% 451
2019
Q2
$683K Sell
21,774
-1,725
-7% -$54.1K 0.01% 464
2019
Q1
$689K Sell
23,499
-876
-4% -$25.7K ﹤0.01% 416
2018
Q4
$697K Buy
+24,375
New +$697K 0.01% 395