Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,808
Closed -$101K 78
2019
Q4
$101K Sell
6,808
-21,077
-76% -$313K 0.01% 65
2019
Q3
$249K Sell
27,885
-1,036
-4% -$9.25K 0.02% 76
2019
Q2
$250K Sell
28,921
-4,674
-14% -$40.4K 0.02% 73
2019
Q1
$270K Buy
+33,595
New +$270K 0.02% 78
2016
Q1
Sell
-12,500
Closed -$191K 102
2015
Q4
$191K Buy
+12,500
New +$191K 0.02% 92
2014
Q3
Sell
-13,000
Closed -$244K 85
2014
Q2
$244K Sell
13,000
-11,000
-46% -$206K 0.02% 83
2014
Q1
$358K Sell
24,000
-25,000
-51% -$373K 0.03% 78
2013
Q4
$410K Buy
+49,000
New +$410K 0.04% 77