Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$43K Hold
1,130
0.02% 290
2020
Q1
$32K Buy
+1,130
New +$32K 0.02% 303
2019
Q1
Sell
-1,815
Closed -$53K 728
2018
Q4
$53K Sell
1,815
-2,524
-58% -$73.7K 0.03% 243
2018
Q3
$211K Hold
4,339
0.1% 125
2018
Q2
$237K Hold
4,339
0.11% 116
2018
Q1
$199K Buy
4,339
+2,005
+86% +$92K 0.1% 128
2017
Q4
$74K Buy
+2,334
New +$74K 0.03% 242