Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-16,479
Closed -$436K 112
2019
Q4
$436K Sell
16,479
-9,074
-36% -$240K 0.27% 37
2019
Q3
$647K Sell
25,553
-22,428
-47% -$568K 0.36% 37
2019
Q2
$1.29M Sell
47,981
-8,630
-15% -$231K 0.45% 26
2019
Q1
$1.25M Hold
56,611
0.43% 34
2018
Q4
$1.04M Buy
+56,611
New +$1.04M 0.4% 34