Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,223
Closed -$225K 66
2019
Q4
$225K Buy
2,223
+61
+3% +$6.17K 0.2% 77
2019
Q3
$203K Sell
2,162
-572
-21% -$53.7K 0.16% 84
2019
Q2
$230K Hold
2,734
0.17% 78
2019
Q1
$230K Sell
2,734
-800
-23% -$67.3K 0.16% 78
2018
Q4
$262K Sell
3,534
-174
-5% -$12.9K 0.19% 75
2018
Q3
$314K Buy
+3,708
New +$314K 0.12% 80