Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,263
Closed -$237K 489
2019
Q4
$237K Sell
6,263
-23,839
-79% -$902K 0.01% 496
2019
Q3
$871K Sell
30,102
-1,505
-5% -$43.5K 0.04% 417
2019
Q2
$1.24M Sell
31,607
-11,823
-27% -$462K 0.05% 428
2019
Q1
$1.5M Buy
+43,430
New +$1.5M 0.06% 311