Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-837
Closed -$273K 195
2019
Q4
$273K Hold
837
﹤0.01% 198
2019
Q3
$318K Sell
837
-47
-5% -$17.9K 0.01% 185
2019
Q2
$322K Hold
884
0.01% 184
2019
Q1
$337K Hold
884
0.01% 187
2018
Q4
$285K Sell
884
-31
-3% -$9.99K 0.01% 201
2018
Q3
$340K Hold
915
0.01% 212
2018
Q2
$307K Hold
915
0.01% 211
2018
Q1
$300K Buy
+915
New +$300K 0.01% 217