Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,102
Closed -$72K 1483
2020
Q2
$72K Buy
3,102
+112
+4% +$2.6K ﹤0.01% 1079
2020
Q1
$54K Hold
2,990
﹤0.01% 1087
2019
Q4
$104K Sell
2,990
-1,765
-37% -$61.4K 0.01% 1102
2019
Q3
$165K Sell
4,755
-696
-13% -$24.2K 0.01% 857
2019
Q2
$186K Sell
5,451
-502
-8% -$17.1K 0.01% 804
2019
Q1
$205K Sell
5,953
-44
-0.7% -$1.52K 0.01% 786
2018
Q4
$210K Buy
+5,997
New +$210K 0.01% 723