Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,815
Closed -$235K 495
2019
Q4
$235K Sell
2,815
-2,412
-46% -$201K 0.01% 499
2019
Q3
$395K Buy
5,227
+1,051
+25% +$79.4K 0.02% 647
2019
Q2
$364K Sell
4,176
-432
-9% -$37.7K 0.01% 738
2019
Q1
$381K Sell
4,608
-1
-0% -$83 0.02% 682
2018
Q4
$344K Sell
4,609
-167
-3% -$12.5K 0.02% 653
2018
Q3
$426K Sell
4,776
-2,319
-33% -$207K 0.02% 720
2018
Q2
$598K Buy
+7,095
New +$598K 0.02% 619