Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,060
Closed -$24K 744
2020
Q2
$24K Buy
+3,060
New +$24K ﹤0.01% 360
2019
Q3
Sell
-292
Closed -$7K 809
2019
Q2
$7K Buy
292
+100
+52% +$2.4K ﹤0.01% 420
2019
Q1
$6K Hold
192
﹤0.01% 395
2018
Q4
$6K Buy
192
+22
+13% +$688 ﹤0.01% 363
2018
Q3
$7K Buy
+170
New +$7K ﹤0.01% 256
2018
Q1
Sell
-49
Closed -$2K 457
2017
Q4
$2K Hold
49
﹤0.01% 602
2017
Q3
$1K Hold
49
﹤0.01% 635
2017
Q2
$1K Hold
49
﹤0.01% 601
2017
Q1
$1K Buy
+49
New +$1K ﹤0.01% 570
2015
Q4
Sell
-1,122
Closed -$31K 468
2015
Q3
$31K Hold
1,122
0.01% 233
2015
Q2
$42K Hold
1,122
0.01% 165
2015
Q1
$38K Buy
+1,122
New +$38K 0.01% 183