Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-478
Closed -$18K 919
2020
Q1
$18K Hold
478
﹤0.01% 586
2019
Q4
$20K Hold
478
﹤0.01% 613
2019
Q3
$20K Hold
478
﹤0.01% 625
2019
Q2
$19K Hold
478
﹤0.01% 621
2019
Q1
$18K Sell
478
-67
-12% -$2.52K ﹤0.01% 598
2018
Q4
$18K Hold
545
﹤0.01% 586
2018
Q3
$18K Sell
545
-112
-17% -$3.7K ﹤0.01% 605
2018
Q2
$21K Hold
657
﹤0.01% 578
2018
Q1
$22K Sell
657
-443
-40% -$14.8K ﹤0.01% 586
2017
Q4
$40K Sell
1,100
-322
-23% -$11.7K ﹤0.01% 475
2017
Q3
$51K Sell
1,422
-830
-37% -$29.8K ﹤0.01% 441
2017
Q2
$79K Sell
2,252
-2,352
-51% -$82.5K 0.01% 395
2017
Q1
$153K Sell
4,604
-2,022
-31% -$67.2K 0.02% 312
2016
Q4
$205K Buy
+6,626
New +$205K 0.02% 289