Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-252
Closed -$65K 36
2019
Q4
$65K Buy
252
+8
+3% +$2.06K 0.02% 266
2019
Q3
$54K Buy
244
+7
+3% +$1.55K 0.01% 300
2019
Q2
$49K Hold
237
0.01% 322
2019
Q1
$43K Hold
237
0.01% 336
2018
Q4
$34K Hold
237
0.01% 354
2018
Q3
$44K Buy
237
+6
+3% +$1.11K 0.01% 334
2018
Q2
$40K Buy
231
+36
+18% +$6.23K 0.01% 341
2018
Q1
$31K Sell
195
-79
-29% -$12.6K 0.01% 365
2017
Q4
$40K Buy
274
+81
+42% +$11.8K 0.01% 387
2017
Q3
$24K Hold
193
﹤0.01% 410
2017
Q2
$23K Buy
+193
New +$23K ﹤0.01% 405