Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,700
Closed -$243K 313
2020
Q1
$243K Sell
8,700
-776
-8% -$21.7K 0.01% 326
2019
Q4
$314K Sell
9,476
-284
-3% -$9.41K 0.03% 430
2019
Q3
$417K Buy
9,760
+100
+1% +$4.27K 0.05% 341
2019
Q2
$482K Hold
9,660
0.21% 137
2019
Q1
$401K Sell
9,660
-220
-2% -$9.13K 0.2% 140
2018
Q4
$289K Sell
9,880
-440
-4% -$12.9K 0.17% 159
2018
Q3
$501K Hold
10,320
0.27% 102
2018
Q2
$565K Buy
+10,320
New +$565K 0.34% 82