Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-242
Closed -$9K 461
2020
Q1
$9K Hold
242
﹤0.01% 377
2019
Q4
$25K Hold
242
0.01% 309
2019
Q3
$21K Hold
242
0.01% 323
2019
Q2
$22K Hold
242
0.01% 309
2019
Q1
$29K Hold
242
0.01% 252
2018
Q4
$22K Hold
242
0.01% 258
2018
Q3
$34K Sell
242
-8
-3% -$1.12K 0.01% 220
2018
Q2
$37K Hold
250
0.01% 226
2018
Q1
$37K Sell
250
-11
-4% -$1.63K 0.01% 219
2017
Q4
$35K Buy
261
+19
+8% +$2.55K 0.01% 235
2017
Q3
$30K Hold
242
0.01% 208
2017
Q2
$27K Hold
242
0.01% 196
2017
Q1
$25K Hold
242
0.01% 196
2016
Q4
$21K Buy
+242
New +$21K 0.01% 195