Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,000
Closed -$76K 59
2019
Q4
$76K Sell
2,000
-4,000
-67% -$152K 0.04% 96
2019
Q3
$180K Hold
6,000
0.12% 53
2019
Q2
$232K Hold
6,000
0.3% 41
2019
Q1
$229K Hold
6,000
0.5% 31
2018
Q4
$171K Buy
+6,000
New +$171K 0.02% 19