Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-618
Closed -$46K 378
2020
Q1
$46K Sell
618
-1,042
-63% -$77.6K ﹤0.01% 291
2019
Q4
$144K Buy
+1,660
New +$144K 0.01% 364
2019
Q2
Sell
-1,166
Closed -$73K 775
2019
Q1
$73K Hold
1,166
﹤0.01% 472
2018
Q4
$73K Sell
1,166
-929
-44% -$58.2K ﹤0.01% 472
2018
Q3
$169K Buy
2,095
+64
+3% +$5.16K 0.01% 325
2018
Q2
$164K Buy
2,031
+1,712
+537% +$138K 0.02% 374
2018
Q1
$25K Sell
319
-1,058
-77% -$82.9K ﹤0.01% 514
2017
Q4
$105K Buy
1,377
+629
+84% +$48K 0.01% 356
2017
Q3
$158K Buy
748
+588
+368% +$124K 0.01% 473
2017
Q2
$11K Buy
160
+10
+7% +$688 ﹤0.01% 510
2017
Q1
$11K Buy
+150
New +$11K ﹤0.01% 540
2016
Q4
Sell
-90
Closed -$6K 518
2016
Q3
$6K Buy
+90
New +$6K ﹤0.01% 384