Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-12,650
Closed -$117K 232
2019
Q4
$117K Sell
12,650
-750
-6% -$6.94K 0.02% 242
2019
Q3
$123K Sell
13,400
-2,200
-14% -$20.2K 0.03% 236
2019
Q2
$145K Sell
15,600
-6,550
-30% -$60.9K 0.03% 230
2019
Q1
$210K Sell
22,150
-5,300
-19% -$50.2K 0.05% 223
2018
Q4
$244 Sell
27,450
-5,650
-17% -$50 0.06% 204
2018
Q3
$353K Buy
+33,100
New +$353K 0.09% 187