Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,064
Closed -$46K 631
2020
Q1
$46K Buy
3,064
+64
+2% +$961 ﹤0.01% 418
2019
Q4
$87K Hold
3,000
﹤0.01% 379
2019
Q3
$89K Hold
3,000
﹤0.01% 374
2019
Q2
$101K Hold
3,000
﹤0.01% 361
2019
Q1
$101K Hold
3,000
﹤0.01% 343
2018
Q4
$88K Hold
3,000
﹤0.01% 359
2018
Q3
$117K Hold
3,000
﹤0.01% 343
2018
Q2
$111K Sell
3,000
-216
-7% -$7.99K ﹤0.01% 341
2018
Q1
$153K Hold
3,216
﹤0.01% 288
2017
Q4
$177K Hold
3,216
﹤0.01% 287
2017
Q3
$164K Hold
3,216
﹤0.01% 280
2017
Q2
$150K Buy
+3,216
New +$150K ﹤0.01% 274