Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,600
Closed -$108K 827
2020
Q2
$108K Sell
10,600
-1,046
-9% -$10.7K ﹤0.01% 867
2020
Q1
$95K Sell
11,646
-3,220
-22% -$26.3K ﹤0.01% 816
2019
Q4
$161K Hold
14,866
﹤0.01% 884
2019
Q3
$145K Sell
14,866
-80,650
-84% -$787K ﹤0.01% 882
2019
Q2
$1.1M Buy
+95,516
New +$1.1M ﹤0.01% 769