Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-50
Closed -$7K 2025
2020
Q2
$7K Buy
+50
New +$7K ﹤0.01% 1424
2019
Q3
Sell
-793
Closed -$137K 2314
2019
Q2
$137K Buy
793
+639
+415% +$110K 0.03% 299
2019
Q1
$24K Sell
154
-289
-65% -$45K ﹤0.01% 1106
2018
Q4
$72K Sell
443
-20
-4% -$3.25K 0.02% 502
2018
Q3
$92K Sell
463
-330
-42% -$65.6K 0.02% 456
2018
Q2
$136K Hold
793
0.03% 326
2018
Q1
$115K Buy
793
+83
+12% +$12K 0.03% 364
2017
Q4
$93 Buy
+710
New +$93 0.02% 442