Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$189K Buy
3,650
+3,189
+692% +$165K 0.05% 80
2020
Q2
$28K Buy
461
+251
+120% +$15.2K 0.01% 109
2020
Q1
$11K Sell
210
-143
-41% -$7.49K ﹤0.01% 151
2019
Q4
$21K Buy
353
+245
+227% +$14.6K 0.01% 128
2019
Q3
$6K Hold
108
﹤0.01% 195
2019
Q2
$5K Buy
+108
New +$5K ﹤0.01% 204
2018
Q3
Sell
-1,939
Closed -$96K 299
2018
Q2
$96K Buy
1,939
+1,104
+132% +$54.7K 0.04% 81
2018
Q1
$43K Sell
835
-835
-50% -$43K 0.03% 84
2017
Q4
$77K Buy
+1,670
New +$77K 0.05% 42