Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-12,935
Closed -$292K 1376
2020
Q3
$292K Sell
12,935
-2,554
-16% -$57.7K 0.01% 993
2020
Q2
$359K Sell
15,489
-6,970
-31% -$162K 0.01% 909
2020
Q1
$400K Buy
+22,459
New +$400K 0.01% 811
2018
Q4
Sell
-11,117
Closed -$301K 1305
2018
Q3
$301K Sell
11,117
-56,165
-83% -$1.52M 0.01% 1068
2018
Q2
$2.17M Buy
+67,282
New +$2.17M 0.06% 368