Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-23,667
Closed -$290K 418
2019
Q4
$290K Sell
23,667
-3,014
-11% -$36.9K 0.05% 306
2019
Q3
$252K Sell
26,681
-1,444
-5% -$13.6K 0.05% 314
2019
Q2
$215K Hold
28,125
0.04% 332
2019
Q1
$313K Buy
28,125
+178
+0.6% +$1.98K 0.07% 260
2018
Q4
$304K Hold
27,947
0.08% 244
2018
Q3
$530K Buy
+27,947
New +$530K 0.12% 176