Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-25,850
Closed -$84K 373
2020
Q1
$84K Hold
25,850
﹤0.01% 376
2019
Q4
$162K Sell
25,850
-1,757
-6% -$11K ﹤0.01% 391
2019
Q3
$194K Buy
+27,607
New +$194K ﹤0.01% 377
2019
Q1
Sell
-97,760
Closed -$2.65M 370
2018
Q4
$2.65M Hold
97,760
0.03% 182
2018
Q3
$2.44M Sell
97,760
-43,680
-31% -$1.09M 0.03% 191
2018
Q2
$4.6M Buy
+141,440
New +$4.6M 0.05% 155