Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Hold
0
503
2019
Q4
Sell
-7,339
Closed -$227K 504
2019
Q3
$227K Sell
7,339
-6,300
-46% -$195K 0.01% 333
2019
Q2
$488K Sell
13,639
-1,874
-12% -$67.1K 0.03% 247
2019
Q1
$593K Sell
15,513
-25,700
-62% -$982K 0.04% 222
2018
Q4
$979K Buy
+41,213
New +$979K 0.07% 161
2018
Q3
Hold
0
446
2018
Q2
Hold
0
448