Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-67
Closed -$10K 103
2019
Q4
$10K Sell
67
-269
-80% -$40.1K 0.01% 85
2019
Q3
$46K Hold
336
0.03% 47
2019
Q2
$49K Sell
336
-144
-30% -$21K 0.03% 48
2019
Q1
$83K Buy
480
+413
+616% +$71.4K 0.05% 35
2018
Q4
$11K Hold
67
0.01% 66
2018
Q3
$12K Hold
67
0.01% 82
2018
Q2
$11K Hold
67
0.01% 87
2018
Q1
$12K Sell
67
-60
-47% -$10.7K 0.05% 52
2017
Q4
$25K Buy
+127
New +$25K 0.02% 50
2017
Q3
Sell
-120
Closed -$21K 98
2017
Q2
$21K Sell
120
-16
-12% -$2.8K 0.02% 43
2017
Q1
$22K Buy
+136
New +$22K 0.02% 47