Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-14,581
Closed -$794K 610
2020
Q1
$794K Sell
14,581
-112
-0.8% -$6.1K 0.11% 263
2019
Q4
$165K Hold
14,693
0.02% 567
2019
Q3
$154K Hold
14,693
0.02% 548
2019
Q2
$197K Sell
14,693
-3,215
-18% -$43.1K 0.02% 548
2019
Q1
$206K Hold
17,908
0.02% 549
2018
Q4
$117K Buy
+17,908
New +$117K 0.02% 577