Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,541
Closed -$45K 691
2019
Q4
$45K Sell
2,541
-190
-7% -$3.37K 0.01% 260
2019
Q3
$55K Sell
2,731
-175
-6% -$3.52K 0.02% 237
2019
Q2
$72K Sell
2,906
-27
-0.9% -$669 0.03% 201
2019
Q1
$63K Sell
2,933
-60
-2% -$1.29K 0.02% 211
2018
Q4
$62K Sell
2,993
-193
-6% -$4K 0.03% 202
2018
Q3
$85K Buy
3,186
+886
+39% +$23.6K 0.03% 179
2018
Q2
$74K Buy
2,300
+1,300
+130% +$41.8K 0.03% 193
2018
Q1
$31K Buy
+1,000
New +$31K 0.01% 296