Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,120
Closed -$468K 398
2019
Q4
$468K Buy
15,120
+130
+0.9% +$4.02K ﹤0.01% 328
2019
Q3
$459K Sell
14,990
-300
-2% -$9.19K ﹤0.01% 317
2019
Q2
$503K Hold
15,290
0.01% 310
2019
Q1
$533K Sell
15,290
-9,260
-38% -$323K 0.01% 283
2018
Q4
$773K Sell
24,550
-5,210
-18% -$164K 0.01% 265
2018
Q3
$1.12M Sell
29,760
-4,790
-14% -$180K 0.01% 240
2018
Q2
$1.28M Sell
34,550
-6,880
-17% -$255K 0.01% 216
2018
Q1
$1.46M Buy
+41,430
New +$1.46M 0.02% 216