Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,059
Closed -$220K 84
2019
Q4
$220K Sell
4,059
-614
-13% -$33.3K ﹤0.01% 71
2019
Q3
$242K Buy
4,673
+607
+15% +$31.4K ﹤0.01% 80
2019
Q2
$237K Sell
4,066
-602
-13% -$35.1K ﹤0.01% 89
2019
Q1
$289K Hold
4,668
﹤0.01% 85
2018
Q4
$225K Buy
4,668
+393
+9% +$18.9K ﹤0.01% 93
2018
Q3
$312K Buy
4,275
+446
+12% +$32.6K ﹤0.01% 77
2018
Q2
$275K Buy
3,829
+381
+11% +$27.4K ﹤0.01% 88
2018
Q1
$251K Buy
3,448
+953
+38% +$69.4K ﹤0.01% 102
2017
Q4
$210K Buy
+2,495
New +$210K ﹤0.01% 112