Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,000
Closed -$58K 1665
2020
Q1
$58K Hold
1,000
﹤0.01% 1382
2019
Q4
$69K Hold
1,000
﹤0.01% 1443
2019
Q3
$66K Hold
1,000
﹤0.01% 1450
2019
Q2
$71K Hold
1,000
﹤0.01% 1454
2019
Q1
$76K Sell
1,000
-14
-1% -$1.06K ﹤0.01% 1457
2018
Q4
$67K Hold
1,014
﹤0.01% 1411
2018
Q3
$85K Hold
1,014
﹤0.01% 1423
2018
Q2
$72K Buy
1,014
+14
+1% +$994 ﹤0.01% 1469
2018
Q1
$61K Sell
1,000
-2,100
-68% -$128K ﹤0.01% 1452
2017
Q4
$156K Buy
+3,100
New +$156K ﹤0.01% 1287