Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,854
Closed -$231K 249
2019
Q4
$231K Hold
15,854
0.01% 225
2019
Q3
$247K Hold
15,854
0.01% 204
2019
Q2
$249K Hold
15,854
0.02% 186
2019
Q1
$258K Buy
15,854
+1,735
+12% +$28.2K 0.02% 170
2018
Q4
$229K Buy
14,119
+1,606
+13% +$26K 0.02% 181
2018
Q3
$199K Buy
+12,513
New +$199K 0.01% 203