Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-14,376
Closed -$99K 152
2020
Q2
$99K Sell
14,376
-2,624
-15% -$18.1K 0.06% 148
2020
Q1
$88K Buy
17,000
+1,965
+13% +$10.2K 0.07% 136
2019
Q4
$181K Buy
15,035
+35
+0.2% +$421 0.11% 149
2019
Q3
$157K Hold
15,000
0.11% 145
2019
Q2
$174K Hold
15,000
0.12% 149
2019
Q1
$182K Hold
15,000
0.13% 146
2018
Q4
$160K Hold
15,000
0.12% 139
2018
Q3
$195K Hold
15,000
0.12% 142
2018
Q2
$222K Hold
15,000
0.05% 136
2018
Q1
$254K Buy
15,000
+1,000
+7% +$16.9K 0.05% 128
2017
Q4
$283K Hold
14,000
0.05% 123
2017
Q3
$258K Buy
14,000
+1,000
+8% +$18.4K 0.05% 117
2017
Q2
$226K Hold
13,000
0.2% 120
2017
Q1
$196K Buy
+13,000
New +$196K 0.15% 122