Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$193K Sell
1,890
-5,321
-74% -$543K 0.05% 79
2020
Q2
$631K Sell
7,211
-342
-5% -$29.9K 0.19% 47
2020
Q1
$587K Buy
7,553
+3,318
+78% +$258K 0.21% 50
2019
Q4
$401K Buy
+4,235
New +$401K 0.12% 55
2019
Q3
Sell
-526
Closed -$44K 294
2019
Q2
$44K Hold
526
0.01% 129
2019
Q1
$42K Hold
526
0.02% 99
2018
Q4
$36K Hold
526
0.02% 99
2018
Q3
$46K Sell
526
-68
-11% -$5.95K 0.02% 89
2018
Q2
$44K Buy
594
+54
+10% +$4K 0.02% 121
2018
Q1
$43K Buy
540
+512
+1,829% +$40.8K 0.03% 83
2017
Q4
$2K Buy
+28
New +$2K ﹤0.01% 304