Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,202
Closed -$21K 472
2020
Q2
$21K Buy
+1,202
New +$21K 0.02% 256
2019
Q3
Hold
0
461
2019
Q2
Sell
-689
Closed -$13K 466
2019
Q1
$13K Hold
689
0.01% 304
2018
Q4
$14K Hold
689
0.01% 276
2018
Q3
$18K Hold
689
0.01% 281
2018
Q2
$16K Buy
689
+392
+132% +$9.1K 0.01% 293
2018
Q1
$7K Hold
297
0.01% 302
2017
Q4
$6K Hold
297
﹤0.01% 315
2017
Q3
$6K Buy
+297
New +$6K ﹤0.01% 297
2017
Q2
Sell
-297
Closed -$5K 260
2017
Q1
$5K Hold
297
﹤0.01% 300
2016
Q4
$4K Hold
297
﹤0.01% 282
2016
Q3
$5K Hold
297
﹤0.01% 263
2016
Q2
$4K Hold
297
﹤0.01% 257
2016
Q1
$4K Hold
297
﹤0.01% 257
2015
Q4
$4K Sell
297
-357
-55% -$4.81K ﹤0.01% 260
2015
Q3
$8K Hold
654
0.01% 224
2015
Q2
$9K Hold
654
0.01% 233
2015
Q1
$9K Hold
654
0.01% 239
2014
Q4
$12K Buy
+654
New +$12K 0.01% 214