Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$118K Sell
12,235
-880
-7% -$8.49K ﹤0.01% 847
2020
Q2
$128K Buy
+13,115
New +$128K ﹤0.01% 812
2019
Q2
Sell
-17,724
Closed -$220K 811
2019
Q1
$220K Sell
17,724
-1,455
-8% -$18.1K 0.01% 752
2018
Q4
$273K Sell
19,179
-1,791
-9% -$25.5K 0.01% 648
2018
Q3
$311K Buy
20,970
+1,159
+6% +$17.2K 0.01% 675
2018
Q2
$263K Sell
19,811
-363
-2% -$4.82K 0.01% 683
2018
Q1
$276K Buy
20,174
+8,021
+66% +$110K 0.01% 649
2017
Q4
$190K Buy
+12,153
New +$190K 0.01% 718