Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-831
Closed -$50K 521
2020
Q2
$50K Buy
+831
New +$50K ﹤0.01% 243
2019
Q4
Sell
-328
Closed -$9K 677
2019
Q3
$9K Buy
328
+70
+27% +$1.92K ﹤0.01% 364
2019
Q2
$8K Hold
258
﹤0.01% 365
2019
Q1
$8K Hold
258
﹤0.01% 288
2018
Q4
$5K Buy
+258
New +$5K ﹤0.01% 401
2018
Q1
Sell
-415
Closed -$17K 298
2017
Q4
$17K Sell
415
-500
-55% -$20.5K ﹤0.01% 404
2017
Q3
$35K Buy
915
+500
+120% +$19.1K ﹤0.01% 311
2017
Q2
$16K Hold
415
﹤0.01% 398
2017
Q1
$13K Hold
415
﹤0.01% 396
2016
Q4
$11K Sell
415
-236
-36% -$6.26K ﹤0.01% 399
2016
Q3
$17K Hold
651
﹤0.01% 293
2016
Q2
$14K Buy
+651
New +$14K ﹤0.01% 292