Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-34,034
Closed -$347K 192
2020
Q1
$347K Sell
34,034
-36,841
-52% -$376K 0.31% 110
2019
Q4
$1.02M Buy
70,875
+5,841
+9% +$84.2K 0.9% 36
2019
Q3
$1.03M Sell
65,034
-8,785
-12% -$140K 1.02% 28
2019
Q2
$1.48M Sell
73,819
-3,628
-5% -$72.9K 1.35% 20
2019
Q1
$1.69M Buy
77,447
+28,656
+59% +$626K 1.51% 15
2018
Q4
$725K Buy
+48,791
New +$725K 0.77% 46