Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,927
Closed -$85K 778
2020
Q2
$85K Sell
4,927
-4,531
-48% -$78.2K 0.02% 360
2020
Q1
$110K Sell
9,458
-177,045
-95% -$2.06M 0.03% 299
2019
Q4
$4.75M Buy
186,503
+2,906
+2% +$74K 0.9% 31
2019
Q3
$5.18M Buy
183,597
+1,591
+0.9% +$44.8K 1.16% 23
2019
Q2
$5.86M Sell
182,006
-5,887
-3% -$190K 1.32% 21
2019
Q1
$6.18M Buy
187,893
+4,652
+3% +$153K 1.39% 19
2018
Q4
$5.55M Buy
+183,241
New +$5.55M 1.53% 16