Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$30K Buy
155
+67
+76% +$13K 0.01% 162
2020
Q2
$14K Buy
+88
New +$14K ﹤0.01% 143
2019
Q4
Sell
-23
Closed -$3K 410
2019
Q3
$3K Hold
23
﹤0.01% 227
2019
Q2
$3K Buy
+23
New +$3K ﹤0.01% 227
2018
Q3
Sell
-9,591
Closed -$839K 230
2018
Q2
$839K Buy
9,591
+143
+2% +$12.5K 0.32% 32
2018
Q1
$820K Buy
9,448
+9,277
+5,425% +$805K 0.49% 30
2017
Q4
$14K Buy
+171
New +$14K 0.01% 147