Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-870
Closed -$10K 105
2019
Q4
$10K Buy
870
+9
+1% +$103 ﹤0.01% 512
2019
Q3
$9K Sell
861
-9
-1% -$94 ﹤0.01% 524
2019
Q2
$12K Sell
870
-429
-33% -$5.92K ﹤0.01% 523
2019
Q1
$15K Buy
1,299
+26
+2% +$300 ﹤0.01% 513
2018
Q4
$8K Hold
1,273
﹤0.01% 523
2018
Q3
$16K Sell
1,273
-33
-3% -$415 ﹤0.01% 504
2018
Q2
$18K Buy
1,306
+216
+20% +$2.98K ﹤0.01% 498
2018
Q1
$20K Sell
1,090
-439
-29% -$8.06K ﹤0.01% 461
2017
Q4
$30K Buy
1,529
+455
+42% +$8.93K 0.01% 455
2017
Q3
$18K Buy
1,074
+9
+0.8% +$151 ﹤0.01% 469
2017
Q2
$20K Sell
1,065
-748
-41% -$14K ﹤0.01% 439
2017
Q1
$33K Buy
1,813
+12
+0.7% +$218 ﹤0.01% 456
2016
Q4
$33K Buy
+1,801
New +$33K ﹤0.01% 447