Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,300
Closed -$244K 583
2020
Q2
$244K Sell
2,300
-4,000
-63% -$424K 0.01% 403
2020
Q1
$242K Sell
6,300
-3,100
-33% -$119K 0.02% 368
2019
Q4
$416K Buy
+9,400
New +$416K 0.02% 340
2019
Q1
Sell
-17,090
Closed -$813K 556
2018
Q4
$813K Buy
17,090
+7,529
+79% +$358K 0.06% 236
2018
Q3
$491K Buy
+9,561
New +$491K 0.03% 379