Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,961
Closed -$139K 630
2020
Q1
$139K Sell
4,961
-8,270
-63% -$232K 0.03% 421
2019
Q4
$517K Buy
13,231
+625
+5% +$24.4K 0.07% 298
2019
Q3
$482K Buy
12,606
+1,058
+9% +$40.5K 0.08% 275
2019
Q2
$482K Buy
11,548
+11,102
+2,489% +$463K 0.08% 272
2019
Q1
$10.9K Buy
+446
New +$10.9K 0.06% 253
2018
Q3
Sell
-1,750
Closed -$78K 1196
2018
Q2
$78K Buy
+1,750
New +$78K 0.01% 790