Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-67,898
Closed -$762K 1349
2020
Q2
$762K Hold
67,898
0.01% 809
2020
Q1
$615K Sell
67,898
-9,408
-12% -$85.2K 0.01% 789
2019
Q4
$1.59M Sell
77,306
-1,900
-2% -$39K 0.02% 658
2019
Q3
$1.74M Buy
79,206
+2,129
+3% +$46.7K 0.02% 608
2019
Q2
$1.56M Hold
77,077
0.02% 669
2019
Q1
$1.75M Sell
77,077
-60,900
-44% -$1.38M 0.02% 655
2018
Q4
$2.6M Buy
137,977
+10,677
+8% +$201K 0.03% 433
2018
Q3
$3.28M Buy
+127,300
New +$3.28M 0.03% 431