Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,237
Closed -$70K 768
2020
Q1
$70K Hold
3,237
﹤0.01% 618
2019
Q4
$108K Sell
3,237
-3,631
-53% -$121K ﹤0.01% 539
2019
Q3
$212K Hold
6,868
﹤0.01% 544
2019
Q2
$246K Hold
6,868
﹤0.01% 581
2019
Q1
$263K Sell
6,868
-34,558
-83% -$1.32M ﹤0.01% 628
2018
Q4
$984K Buy
41,426
+33,730
+438% +$801K 0.01% 518
2018
Q3
$337K Sell
7,696
-72,021
-90% -$3.15M ﹤0.01% 597
2018
Q2
$3.47M Buy
+79,717
New +$3.47M 0.02% 403
2017
Q3
Sell
-130,390
Closed -$4.82M 596
2017
Q2
$4.82M Buy
+130,390
New +$4.82M 0.02% 311
2017
Q1
Sell
-87,431
Closed -$1.61M 561
2016
Q4
$1.61M Buy
+87,431
New +$1.61M 0.01% 378
2016
Q1
Sell
-92,671
Closed -$1.49M 525
2015
Q4
$1.49M Buy
+92,671
New +$1.49M 0.01% 387