Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$2K Hold
34
﹤0.01% 380
2020
Q2
$2K Buy
+34
New +$2K ﹤0.01% 291
2019
Q4
Sell
-17,770
Closed -$693K 412
2019
Q3
$693K Sell
17,770
-5,180
-23% -$202K 0.23% 41
2019
Q2
$907K Hold
22,950
0.29% 26
2019
Q1
$852K Hold
22,950
0.33% 28
2018
Q4
$644K Hold
22,950
0.27% 32
2018
Q3
$758K Sell
22,950
-184
-0.8% -$6.08K 0.28% 29
2018
Q2
$839K Buy
23,134
+1,167
+5% +$42.3K 0.32% 33
2018
Q1
$884K Buy
21,967
+21,783
+11,839% +$877K 0.53% 28
2017
Q4
$6K Buy
+184
New +$6K ﹤0.01% 231