Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,085
Closed -$24K 537
2020
Q1
$24K Sell
1,085
-59
-5% -$1.31K ﹤0.01% 475
2019
Q4
$87K Buy
1,144
+237
+26% +$18K ﹤0.01% 378
2019
Q3
$67K Buy
907
+59
+7% +$4.36K ﹤0.01% 406
2019
Q2
$58K Hold
848
﹤0.01% 409
2019
Q1
$59K Sell
848
-82
-9% -$5.71K ﹤0.01% 386
2018
Q4
$50K Buy
930
+335
+56% +$18K ﹤0.01% 415
2018
Q3
$40K Buy
+595
New +$40K ﹤0.01% 487