Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,651
Closed -$367K 481
2019
Q4
$367K Sell
7,651
-2,684
-26% -$129K 0.11% 58
2019
Q3
$516K Sell
10,335
-1,325
-11% -$66.2K 0.17% 51
2019
Q2
$623K Hold
11,660
0.2% 43
2019
Q1
$615K Hold
11,660
0.24% 41
2018
Q4
$548K Sell
11,660
-1,415
-11% -$66.5K 0.23% 44
2018
Q3
$754K Hold
13,075
0.28% 30
2018
Q2
$711K Buy
+13,075
New +$711K 0.27% 38