Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-525
Closed -$10K 134
2020
Q1
$10K Hold
525
﹤0.01% 137
2019
Q4
$25K Sell
525
-216
-29% -$10.3K 0.01% 147
2019
Q3
$40K Hold
741
0.01% 151
2019
Q2
$53K Hold
741
0.01% 152
2019
Q1
$52K Hold
741
0.01% 152
2018
Q4
$47K Hold
741
0.01% 148
2018
Q3
$56K Hold
741
0.01% 150
2018
Q2
$64K Hold
741
0.01% 151
2018
Q1
$64K Buy
+741
New +$64K 0.02% 137
2017
Q4
Sell
-741
Closed -$77K 91
2017
Q3
$77K Buy
741
+1
+0.1% +$104 0.02% 112
2017
Q2
$57K Hold
740
0.01% 93
2017
Q1
$58K Hold
740
0.01% 78
2016
Q4
$52K Hold
740
0.02% 59
2016
Q3
$57K Buy
+740
New +$57K 0.01% 75