Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,252
Closed -$81K 1395
2020
Q2
$81K Sell
1,252
-520
-29% -$33.6K ﹤0.01% 814
2020
Q1
$69K Buy
1,772
+520
+42% +$20.2K ﹤0.01% 1005
2019
Q4
$56K Hold
1,252
﹤0.01% 920
2019
Q3
$56K Hold
1,252
﹤0.01% 878
2019
Q2
$45K Hold
1,252
﹤0.01% 852
2019
Q1
$39K Hold
1,252
﹤0.01% 864
2018
Q4
$37K Hold
1,252
﹤0.01% 856
2018
Q3
$48K Buy
1,252
+292
+30% +$11.2K ﹤0.01% 856
2018
Q2
$30K Hold
960
﹤0.01% 874
2018
Q1
$26K Buy
+960
New +$26K ﹤0.01% 880
2016
Q1
Sell
-2,800
Closed -$27K 1050
2015
Q4
$27K Hold
2,800
﹤0.01% 728
2015
Q3
$23K Buy
+2,800
New +$23K ﹤0.01% 712