Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,238
Closed -$12K 429
2019
Q4
$12K Buy
3,238
+1,270
+65% +$4.71K ﹤0.01% 426
2019
Q3
$8K Sell
1,968
-4,230
-68% -$17.2K ﹤0.01% 419
2019
Q2
$26K Buy
+6,198
New +$26K 0.01% 332
2019
Q1
Sell
-4,034
Closed -$19K 169
2018
Q4
$19K Sell
4,034
-543
-12% -$2.56K ﹤0.01% 236
2018
Q3
$32K Sell
4,577
-560
-11% -$3.92K ﹤0.01% 233
2018
Q2
$34K Sell
5,137
-1,580
-24% -$10.5K 0.03% 163
2018
Q1
$44K Buy
6,717
+1,785
+36% +$11.7K 0.04% 134
2017
Q4
$37K Buy
+4,932
New +$37K 0.05% 140