Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-40
Closed -$7K 398
2019
Q4
$7K Hold
40
﹤0.01% 258
2019
Q3
$7K Hold
40
﹤0.01% 289
2019
Q2
$10K Sell
40
-1,575
-98% -$394K 0.01% 286
2019
Q1
$461K Sell
1,615
-746
-32% -$213K 0.31% 111
2018
Q4
$767K Hold
2,361
0.57% 54
2018
Q3
$1.06M Buy
2,361
+77
+3% +$34.6K 0.67% 47
2018
Q2
$934K Hold
2,284
0.65% 49
2018
Q1
$637K Buy
2,284
+50
+2% +$13.9K 0.46% 66
2017
Q4
$419K Buy
+2,234
New +$419K 0.32% 101