Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,288
Closed -$70K 335
2020
Q1
$70K Sell
1,288
-102
-7% -$5.54K 0.02% 329
2019
Q4
$139K Sell
1,390
-3,453
-71% -$345K 0.02% 304
2019
Q3
$431K Sell
4,843
-8,869
-65% -$789K 0.08% 261
2019
Q2
$1.2M Sell
13,712
-1,493
-10% -$130K 0.23% 183
2019
Q1
$1.24M Buy
15,205
+2,256
+17% +$185K 0.25% 181
2018
Q4
$870K Buy
12,949
+2,666
+26% +$179K 0.2% 187
2018
Q3
$905K Buy
10,283
+8,728
+561% +$768K 0.2% 143
2018
Q2
$119K Buy
+1,555
New +$119K 0.03% 149