Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,948
Closed -$44K 1816
2020
Q1
$44K Buy
+1,948
New +$44K ﹤0.01% 1136
2019
Q4
Sell
-2,807
Closed -$73K 1569
2019
Q3
$73K Hold
2,807
﹤0.01% 824
2019
Q2
$73K Hold
2,807
﹤0.01% 760
2019
Q1
$76K Sell
2,807
-2,000
-42% -$54.2K ﹤0.01% 740
2018
Q4
$127K Buy
4,807
+3,000
+166% +$79.3K ﹤0.01% 639
2018
Q3
$54K Buy
1,807
+1,000
+124% +$29.9K ﹤0.01% 820
2018
Q2
$24K Hold
807
﹤0.01% 910
2018
Q1
$28K Buy
+807
New +$28K ﹤0.01% 859
2017
Q2
Sell
-807
Closed -$24K 932
2017
Q1
$24K Hold
807
﹤0.01% 834
2016
Q4
$24K Buy
+807
New +$24K ﹤0.01% 812