Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,431
Closed -$332K 303
2020
Q1
$332K Sell
10,431
-4,264
-29% -$136K ﹤0.01% 293
2019
Q4
$586K Hold
14,695
0.01% 263
2019
Q3
$576K Sell
14,695
-1,158
-7% -$45.4K 0.01% 259
2019
Q2
$624K Sell
15,853
-656
-4% -$25.8K 0.01% 270
2019
Q1
$683K Buy
16,509
+3,888
+31% +$161K 0.01% 268
2018
Q4
$439K Sell
12,621
-94,369
-88% -$3.28M ﹤0.01% 299
2018
Q3
$3.94M Sell
106,990
-14,969
-12% -$551K 0.03% 185
2018
Q2
$4.45M Buy
+121,959
New +$4.45M 0.04% 171