Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-29
Closed -$110K 518
2019
Q4
$110K Buy
29
+3
+12% +$11.4K 0.01% 320
2019
Q3
$97K Hold
26
0.01% 359
2019
Q2
$88K Sell
26
-229
-90% -$775K 0.01% 445
2019
Q1
$706K Buy
+255
New +$706K 0.05% 304
2018
Q3
Sell
-620
Closed -$1.84M 839
2018
Q2
$1.84M Buy
+620
New +$1.84M 0.07% 410
2018
Q1
Sell
-500
Closed -$1.75M 829
2017
Q4
$1.75M Sell
500
-235
-32% -$824K 0.06% 372
2017
Q3
$2.1M Buy
735
+660
+880% +$1.88M 0.07% 237
2017
Q2
$181K Hold
75
0.01% 504
2017
Q1
$158K Buy
+75
New +$158K ﹤0.01% 420