Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,838
Closed -$99K 866
2020
Q2
$99K Hold
1,838
﹤0.01% 620
2020
Q1
$89K Hold
1,838
﹤0.01% 603
2019
Q4
$118K Sell
1,838
-870
-32% -$55.9K ﹤0.01% 534
2019
Q3
$133K Sell
2,708
-1,673
-38% -$82.2K ﹤0.01% 566
2019
Q2
$272K Hold
4,381
﹤0.01% 574
2019
Q1
$288K Hold
4,381
﹤0.01% 613
2018
Q4
$237K Sell
4,381
-512
-10% -$27.7K ﹤0.01% 607
2018
Q3
$360K Hold
4,893
﹤0.01% 591
2018
Q2
$339K Buy
4,893
+338
+7% +$23.4K ﹤0.01% 605
2018
Q1
$364K Hold
4,555
﹤0.01% 577
2017
Q4
$326K Hold
4,555
﹤0.01% 565
2017
Q3
$288K Hold
4,555
﹤0.01% 544
2017
Q2
$201K Buy
+4,555
New +$201K ﹤0.01% 559
2016
Q2
Sell
-4,153
Closed -$231K 543
2016
Q1
$231K Hold
4,153
﹤0.01% 470
2015
Q4
$274K Buy
+4,153
New +$274K ﹤0.01% 490