Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,159
Closed -$25K 1054
2020
Q2
$25K Sell
1,159
-245
-17% -$5.29K ﹤0.01% 1106
2020
Q1
$21K Sell
1,404
-16
-1% -$239 ﹤0.01% 1086
2019
Q4
$28K Buy
1,420
+195
+16% +$3.85K ﹤0.01% 1087
2019
Q3
$25K Buy
1,225
+335
+38% +$6.84K ﹤0.01% 1107
2019
Q2
$19K Buy
+890
New +$19K ﹤0.01% 1118
2019
Q1
Sell
-746
Closed -$15K 1156
2018
Q4
$15K Sell
746
-13
-2% -$261 ﹤0.01% 1128
2018
Q3
$19K Buy
759
+356
+88% +$8.91K ﹤0.01% 1156
2018
Q2
$11K Buy
403
+154
+62% +$4.2K ﹤0.01% 1195
2018
Q1
$7K Sell
249
-20
-7% -$562 ﹤0.01% 1222
2017
Q4
$7K Buy
269
+65
+32% +$1.69K ﹤0.01% 1220
2017
Q3
$6K Buy
+204
New +$6K ﹤0.01% 1214