Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,300
Closed -$588K 698
2020
Q1
$588K Sell
6,300
-1,115
-15% -$104K ﹤0.01% 628
2019
Q4
$1.06M Hold
7,415
0.01% 626
2019
Q3
$914K Sell
7,415
-515
-6% -$63.5K 0.01% 610
2019
Q2
$880K Hold
7,930
﹤0.01% 624
2019
Q1
$764K Sell
7,930
-500
-6% -$48.2K ﹤0.01% 527
2018
Q4
$683K Buy
8,430
+3,000
+55% +$243K ﹤0.01% 523
2018
Q3
$483K Buy
+5,430
New +$483K ﹤0.01% 546