Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-408
Closed -$75K 137
2020
Q1
$75K Sell
408
-1,127
-73% -$207K 0.01% 160
2019
Q4
$256K Buy
+1,535
New +$256K 0.01% 168
2019
Q3
Sell
-3,193
Closed -$388K 308
2019
Q2
$388K Buy
3,193
+2,497
+359% +$303K 0.02% 374
2019
Q1
$80K Hold
696
﹤0.01% 444
2018
Q4
$80K Sell
696
-723
-51% -$83.1K ﹤0.01% 444
2018
Q3
$177K Sell
1,419
-323
-19% -$40.3K 0.01% 306
2018
Q2
$149K Buy
+1,742
New +$149K 0.02% 413
2017
Q1
Sell
-100
Closed -$4K 709
2016
Q4
$4K Buy
+100
New +$4K ﹤0.01% 381