Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-857
Closed -$40K 436
2019
Q4
$40K Hold
857
0.01% 373
2019
Q3
$42K Buy
857
+63
+8% +$3.09K 0.01% 358
2019
Q2
$36K Hold
794
0.01% 392
2019
Q1
$36K Buy
794
+32
+4% +$1.45K ﹤0.01% 385
2018
Q4
$30K Hold
762
0.01% 397
2018
Q3
$31K Buy
762
+22
+3% +$895 0.01% 426
2018
Q2
$28K Buy
740
+116
+19% +$4.39K ﹤0.01% 437
2018
Q1
$22K Sell
624
-246
-28% -$8.67K ﹤0.01% 442
2017
Q4
$34K Buy
870
+240
+38% +$9.38K 0.01% 430
2017
Q3
$24K Buy
630
+31
+5% +$1.18K ﹤0.01% 420
2017
Q2
$23K Sell
599
-432
-42% -$16.6K ﹤0.01% 414
2017
Q1
$37K Buy
1,031
+7
+0.7% +$251 0.01% 429
2016
Q4
$37K Buy
1,024
+29
+3% +$1.05K 0.01% 427
2016
Q3
$36K Hold
995
﹤0.01% 454
2016
Q2
$37K Buy
+995
New +$37K ﹤0.01% 463