Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,569
Closed -$224K 527
2019
Q4
$224K Sell
7,569
-3,816
-34% -$113K ﹤0.01% 484
2019
Q3
$404K Hold
11,385
0.01% 330
2019
Q2
$440K Hold
11,385
0.01% 307
2019
Q1
$410K Hold
11,385
0.01% 303
2018
Q4
$346K Hold
11,385
0.01% 330
2018
Q3
$346K Hold
11,385
0.01% 361
2018
Q2
$321K Hold
11,385
0.01% 359
2018
Q1
$329K Hold
11,385
0.01% 313
2017
Q4
$368K Hold
11,385
0.01% 297
2017
Q3
$356K Buy
11,385
+4,245
+59% +$133K 0.01% 282
2017
Q2
$219K Buy
+7,140
New +$219K 0.01% 332