Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-71
Closed -$231K 517
2020
Q2
$231K Sell
71
-29
-29% -$94.4K 0.03% 503
2020
Q1
$257K Sell
100
-7
-7% -$18K 0.04% 347
2019
Q4
$407K Hold
107
0.06% 190
2019
Q3
$398K Hold
107
0.07% 163
2019
Q2
$361K Hold
107
0.07% 177
2019
Q1
$296K Buy
107
+3
+3% +$8.3K 0.06% 249
2018
Q4
$253K Buy
+104
New +$253K 0.07% 253