Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-117,497
Closed -$1.42M 37
2019
Q4
$1.42M Sell
117,497
-48,249
-29% -$581K 3% 11
2019
Q3
$1.73M Buy
165,746
+251
+0.2% +$2.62K 4.04% 11
2019
Q2
$1.92M Sell
165,495
-1,355
-0.8% -$15.7K 3.76% 5
2019
Q1
$2.03M Buy
166,850
+6,584
+4% +$79.9K 3.87% 10
2018
Q4
$1.71M Buy
160,266
+155,016
+2,953% +$1.65M 2.03% 18
2018
Q3
$68K Hold
5,250
0.08% 99
2018
Q2
$75K Buy
+5,250
New +$75K 0.08% 102