Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-664
Closed -$24K 371
2019
Q4
$24K Sell
664
-3,462
-84% -$125K ﹤0.01% 429
2019
Q3
$135K Sell
4,126
-18,583
-82% -$608K 0.03% 308
2019
Q2
$713K Buy
22,709
+1,749
+8% +$54.9K 0.14% 220
2019
Q1
$614K Buy
20,960
+1,862
+10% +$54.5K 0.12% 224
2018
Q4
$546K Buy
19,098
+5,215
+38% +$149K 0.13% 213
2018
Q3
$607K Buy
+13,883
New +$607K 0.14% 201