Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-15,321
Closed -$145K 832
2020
Q1
$145K Sell
15,321
-3,573
-19% -$33.8K 0.01% 694
2019
Q4
$250K Sell
18,894
-20,011
-51% -$265K 0.01% 715
2019
Q3
$486K Buy
38,905
+2,106
+6% +$26.3K 0.03% 463
2019
Q2
$432K Buy
36,799
+22,825
+163% +$268K 0.02% 507
2019
Q1
$168K Sell
13,974
-12,703
-48% -$153K 0.01% 779
2018
Q4
$404K Buy
26,677
+4,447
+20% +$67.3K 0.02% 476
2018
Q3
$471K Buy
+22,230
New +$471K 0.02% 490
2013
Q3
Sell
-240
Closed -$8K 368
2013
Q2
$8K Buy
+240
New +$8K ﹤0.01% 627