Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,537
Closed -$288K 104
2019
Q4
$288K Sell
8,537
-1
-0% -$34 0.06% 97
2019
Q3
$231K Sell
8,538
-1,625
-16% -$44K 0.05% 101
2019
Q2
$341K Sell
10,163
-1,214
-11% -$40.7K 0.07% 89
2019
Q1
$467K Sell
11,377
-23,529
-67% -$966K 0.1% 81
2018
Q4
$945K Sell
34,906
-5,606
-14% -$152K 0.23% 64
2018
Q3
$1.77M Sell
40,512
-12,254
-23% -$534K 0.39% 54
2018
Q2
$2.2M Buy
+52,766
New +$2.2M 0.51% 50