Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,250
Closed -$29K 721
2020
Q2
$29K Sell
1,250
-30
-2% -$696 ﹤0.01% 762
2020
Q1
$21K Hold
1,280
﹤0.01% 601
2019
Q4
$28K Sell
1,280
-104
-8% -$2.28K ﹤0.01% 641
2019
Q3
$29K Buy
1,384
+35
+3% +$733 ﹤0.01% 660
2019
Q2
$27K Hold
1,349
﹤0.01% 664
2019
Q1
$49K Sell
1,349
-84
-6% -$3.05K 0.01% 683
2018
Q4
$37K Buy
1,433
+70
+5% +$1.81K ﹤0.01% 715
2018
Q3
$35K Sell
1,363
-200
-13% -$5.14K ﹤0.01% 734
2018
Q2
$40K Hold
1,563
﹤0.01% 727
2018
Q1
$33K Hold
1,563
﹤0.01% 816
2017
Q4
$55K Sell
1,563
-4,363
-74% -$154K ﹤0.01% 883
2017
Q3
$269K Buy
5,926
+1,806
+44% +$82K 0.02% 714
2017
Q2
$232K Buy
4,120
+2,127
+107% +$120K 0.02% 727
2017
Q1
$93K Buy
1,993
+144
+8% +$6.72K 0.01% 738
2016
Q4
$84K Buy
+1,849
New +$84K 0.01% 699