Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,395
Closed -$238K 39
2020
Q1
$238K Hold
8,395
0.09% 34
2019
Q4
$405K Sell
8,395
-8,105
-49% -$391K 0.1% 45
2019
Q3
$803K Sell
16,500
-8,670
-34% -$422K 0.19% 49
2019
Q2
$1.41M Sell
25,170
-17,260
-41% -$964K 0.33% 41
2019
Q1
$2.6M Buy
+42,430
New +$2.6M 0.41% 33