Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-13,140
Closed -$95K 453
2020
Q2
$95K Hold
13,140
0.01% 435
2020
Q1
$94K Sell
13,140
-3,635
-22% -$26K 0.01% 405
2019
Q4
$156K Sell
16,775
-349
-2% -$3.25K 0.01% 459
2019
Q3
$158K Sell
17,124
-561
-3% -$5.18K 0.02% 448
2019
Q2
$165K Sell
17,685
-1,750
-9% -$16.3K 0.02% 430
2019
Q1
$185K Sell
19,435
-1,505
-7% -$14.3K 0.02% 418
2018
Q4
$187K Sell
20,940
-337
-2% -$3.01K 0.02% 407
2018
Q3
$227K Sell
21,277
-353
-2% -$3.77K 0.03% 394
2018
Q2
$195K Buy
+21,630
New +$195K 0.02% 419