Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,960
Closed -$13K 314
2020
Q2
$13K Hold
4,960
﹤0.01% 229
2020
Q1
$11K Hold
4,960
﹤0.01% 237
2019
Q4
$23K Hold
4,960
0.01% 200
2019
Q3
$23K Hold
4,960
0.01% 189
2019
Q2
$23K Hold
4,960
0.01% 188
2019
Q1
$21K Hold
4,960
0.01% 162
2018
Q4
$19K Sell
4,960
-3,425
-41% -$13.1K 0.01% 157
2018
Q3
$38K Hold
8,385
0.01% 118
2018
Q2
$39K Sell
8,385
-2,392
-22% -$11.1K 0.01% 124
2018
Q1
$78K Buy
10,777
+962
+10% +$6.96K 0.03% 94
2017
Q4
$63K Buy
+9,815
New +$63K 0.03% 105
2017
Q2
Sell
-900
Closed -$5K 296
2017
Q1
$5K Hold
900
﹤0.01% 254
2016
Q4
$4K Buy
+900
New +$4K ﹤0.01% 286