Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-348
Closed -$41K 394
2019
Q4
$41K Hold
348
0.01% 408
2019
Q3
$35K Sell
348
-777
-69% -$78.1K 0.01% 385
2019
Q2
$144K Buy
1,125
+51
+5% +$6.53K 0.03% 307
2019
Q1
$128K Buy
1,074
+339
+46% +$40.4K 0.03% 298
2018
Q4
$54K Hold
735
0.01% 347
2018
Q3
$59K Buy
+735
New +$59K 0.01% 321