Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,421
Closed -$253K 395
2019
Q4
$253K Sell
7,421
-19,287
-72% -$658K 0.01% 474
2019
Q3
$834K Sell
26,708
-1,267
-5% -$39.6K 0.04% 436
2019
Q2
$915K Buy
27,975
+1
+0% +$33 0.04% 512
2019
Q1
$778K Buy
+27,974
New +$778K 0.03% 518
2015
Q3
Sell
-30,000
Closed -$637K 1122
2015
Q2
$637K Hold
30,000
0.01% 828
2015
Q1
$656K Hold
30,000
0.01% 808
2014
Q4
$664K Hold
30,000
0.01% 804
2014
Q3
$670K Buy
+30,000
New +$670K 0.01% 787