Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,156
Closed -$460K 499
2019
Q4
$460K Sell
2,156
-83
-4% -$17.7K 0.02% 356
2019
Q3
$382K Sell
2,239
-10,175
-82% -$1.74M 0.02% 656
2019
Q2
$1.44M Buy
12,414
+10,050
+425% +$1.16M 0.06% 367
2019
Q1
$243K Buy
+2,364
New +$243K 0.01% 773
2016
Q2
Sell
-19,266
Closed -$807K 962
2016
Q1
$807K Buy
+19,266
New +$807K 0.01% 652