Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-20,000
Closed -$688K 1304
2020
Q2
$688K Hold
20,000
0.02% 692
2020
Q1
$622K Sell
20,000
-2,858
-13% -$88.9K 0.02% 665
2019
Q4
$1.01M Sell
22,858
-479
-2% -$21.2K 0.03% 624
2019
Q3
$884K Sell
23,337
-4
-0% -$152 0.02% 628
2019
Q2
$760K Buy
23,341
+1,747
+8% +$56.9K 0.02% 678
2019
Q1
$891K Buy
+21,594
New +$891K 0.02% 620