Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-31,000
Closed -$115K 128
2019
Q4
$115K Buy
+31,000
New +$115K 0.02% 136
2017
Q2
Sell
-159
Closed -$1K 403
2017
Q1
$1K Buy
159
+5
+3% +$31 ﹤0.01% 637
2016
Q4
$1K Buy
154
+4
+3% +$26 ﹤0.01% 673
2016
Q3
$1K Hold
150
﹤0.01% 568
2016
Q2
$1K Hold
150
﹤0.01% 559
2016
Q1
$1K Hold
150
﹤0.01% 557
2015
Q4
$1K Sell
150
-700
-82% -$4.67K ﹤0.01% 525
2015
Q3
$6K Hold
850
﹤0.01% 395
2015
Q2
$6K Hold
850
﹤0.01% 463
2015
Q1
$6K Hold
850
﹤0.01% 458
2014
Q4
$7K Hold
850
﹤0.01% 405
2014
Q3
$7K Hold
850
﹤0.01% 412
2014
Q2
$6K Buy
850
+350
+70% +$2.47K ﹤0.01% 377
2014
Q1
$4K Hold
500
﹤0.01% 422
2013
Q4
$4K Sell
500
-200
-29% -$1.6K ﹤0.01% 429
2013
Q3
$5K Hold
700
﹤0.01% 410
2013
Q2
$3K Buy
+700
New +$3K ﹤0.01% 411