Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-865
Closed -$30K 395
2020
Q2
$30K Hold
865
﹤0.01% 560
2020
Q1
$23K Sell
865
-313
-27% -$8.32K ﹤0.01% 578
2019
Q4
$48K Hold
1,178
﹤0.01% 441
2019
Q3
$40K Buy
1,178
+235
+25% +$7.98K ﹤0.01% 398
2019
Q2
$31K Buy
943
+77
+9% +$2.53K ﹤0.01% 406
2019
Q1
$27K Sell
866
-153
-15% -$4.77K ﹤0.01% 412
2018
Q4
$27K Buy
1,019
+254
+33% +$6.73K ﹤0.01% 342
2018
Q3
$25K Sell
765
-274
-26% -$8.95K ﹤0.01% 370
2018
Q2
$36K Buy
1,039
+299
+40% +$10.4K ﹤0.01% 333
2018
Q1
$26K Buy
+740
New +$26K ﹤0.01% 351