Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,400
Closed -$878K 319
2019
Q4
$878K Buy
6,400
+3,900
+156% +$535K 0.18% 157
2019
Q3
$295K Hold
2,500
0.02% 494
2019
Q2
$348K Hold
2,500
0.02% 464
2019
Q1
$339K Sell
2,500
-250
-9% -$33.9K 0.02% 471
2018
Q4
$338K Buy
+2,750
New +$338K 0.02% 446
2013
Q3
Sell
-3,571
Closed -$216K 628
2013
Q2
$216K Buy
+3,571
New +$216K 0.01% 609