Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,451
Closed -$300K 113
2020
Q1
$300K Sell
2,451
-39
-2% -$4.77K 0.07% 108
2019
Q4
$287K Buy
2,490
+100
+4% +$11.5K 0.05% 106
2019
Q3
$235K Buy
+2,390
New +$235K 0.04% 105
2017
Q3
Sell
-225,020
Closed -$5.13M 124
2017
Q2
$5.13M Buy
+225,020
New +$5.13M 0.89% 76