Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-9,887
Closed -$227K 526
2020
Q2
$227K Sell
9,887
-29,683
-75% -$682K 0.01% 438
2020
Q1
$910K Sell
39,570
-13,905
-26% -$320K 0.07% 239
2019
Q4
$1.2M Sell
53,475
-6,198
-10% -$139K 0.07% 248
2019
Q3
$1.23M Sell
59,673
-18,403
-24% -$380K 0.07% 235
2019
Q2
$1.25M Sell
78,076
-14,756
-16% -$237K 0.08% 240
2019
Q1
$1.59M Sell
92,832
-52,398
-36% -$896K 0.1% 209
2018
Q4
$1.81M Buy
145,230
+62,264
+75% +$777K 0.13% 188
2018
Q3
$1.23M Buy
+82,966
New +$1.23M 0.07% 235