Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-9,820
Closed -$220K 364
2019
Q3
$220K Hold
9,820
0.05% 308
2019
Q2
$218K Sell
9,820
-3,981
-29% -$88.4K 0.04% 304
2019
Q1
$295K Buy
13,801
+3,152
+30% +$67.4K 0.05% 258
2018
Q4
$230K Buy
+10,649
New +$230K 0.06% 222