Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,381
Closed -$63K 1218
2020
Q2
$63K Sell
1,381
-2,691
-66% -$123K ﹤0.01% 1078
2020
Q1
$180K Buy
4,072
+262
+7% +$11.6K ﹤0.01% 903
2019
Q4
$137K Sell
3,810
-4,109
-52% -$148K ﹤0.01% 1043
2019
Q3
$277K Buy
7,919
+3,019
+62% +$106K 0.01% 939
2019
Q2
$211K Sell
4,900
-559
-10% -$24.1K ﹤0.01% 1053
2019
Q1
$235K Sell
5,459
-309
-5% -$13.3K 0.01% 1003
2018
Q4
$211K Sell
5,768
-702
-11% -$25.7K 0.01% 967
2018
Q3
$260K Buy
+6,470
New +$260K 0.01% 970