Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-32,799
Closed -$80K 750
2020
Q1
$80K Sell
32,799
-164,673
-83% -$402K ﹤0.01% 674
2019
Q4
$1.19M Sell
197,472
-333,827
-63% -$2.01M 0.01% 635
2019
Q3
$3.31M Sell
531,299
-750,971
-59% -$4.67M 0.02% 422
2019
Q2
$12.3M Buy
1,282,270
+649,471
+103% +$6.23M 0.09% 200
2019
Q1
$8.88M Buy
632,799
+127,270
+25% +$1.79M 0.06% 291
2018
Q4
$5.37M Buy
+505,529
New +$5.37M 0.04% 313
2017
Q2
Sell
-21,500
Closed -$361K 842
2017
Q1
$361K Buy
+21,500
New +$361K ﹤0.01% 618