Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15
Closed -$1K 394
2019
Q4
$1K Hold
15
﹤0.01% 438
2019
Q3
$1K Sell
15
-103
-87% -$6.87K ﹤0.01% 472
2019
Q2
$8K Buy
118
+15
+15% +$1.02K ﹤0.01% 527
2019
Q1
$6K Sell
103
-42
-29% -$2.45K ﹤0.01% 569
2018
Q4
$6K Hold
145
﹤0.01% 540
2018
Q3
$10K Buy
+145
New +$10K ﹤0.01% 493
2018
Q2
Sell
-606
Closed -$30K 781
2018
Q1
$30K Sell
606
-547
-47% -$27.1K 0.01% 550
2017
Q4
$55K Buy
+1,153
New +$55K 0.01% 453
2017
Q1
Sell
-490
Closed -$31K 903
2016
Q4
$31K Buy
490
+350
+250% +$22.1K 0.01% 466
2016
Q3
$8K Sell
140
-1
-0.7% -$57 ﹤0.01% 636
2016
Q2
$8K Buy
+141
New +$8K ﹤0.01% 615