Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-33
Closed -$1K 502
2019
Q4
$1K Sell
33
-33
-50% -$1K ﹤0.01% 515
2019
Q3
$2K Hold
66
﹤0.01% 497
2019
Q2
$2K Hold
66
﹤0.01% 485
2019
Q1
$1K Hold
66
﹤0.01% 492
2018
Q4
$1K Hold
66
﹤0.01% 487
2018
Q3
$3K Sell
66
-41
-38% -$1.86K ﹤0.01% 493
2018
Q2
$5K Sell
107
-392
-79% -$18.3K ﹤0.01% 470
2018
Q1
$29K Sell
499
-81
-14% -$4.71K ﹤0.01% 392
2017
Q4
$45K Sell
580
-33
-5% -$2.56K 0.01% 370
2017
Q3
$52K Sell
613
-3,154
-84% -$268K 0.01% 352
2017
Q2
$246K Sell
3,767
-628
-14% -$41K 0.04% 191
2017
Q1
$319K Sell
4,395
-2,433
-36% -$177K 0.05% 179
2016
Q4
$400K Buy
+6,828
New +$400K 0.06% 163