Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,000
Closed -$47K 307
2019
Q4
$47K Sell
10,000
-7,500
-43% -$35.3K 0.01% 316
2019
Q3
$46K Hold
17,500
0.01% 304
2019
Q2
$42K Hold
17,500
﹤0.01% 303
2019
Q1
$52K Hold
17,500
0.01% 300
2018
Q4
$45K Hold
17,500
0.01% 255
2018
Q3
$54K Buy
+17,500
New +$54K 0.01% 277
2016
Q3
Sell
-17,400
Closed -$280K 240
2016
Q2
$280K Buy
17,400
+5,000
+40% +$80.5K 0.05% 163
2016
Q1
$135K Hold
12,400
0.02% 204
2015
Q4
$155K Sell
12,400
-7,100
-36% -$88.8K 0.03% 195
2015
Q3
$305K Buy
19,500
+5,500
+39% +$86K 0.07% 144
2015
Q2
$235K Hold
14,000
0.05% 164
2015
Q1
$266K Buy
14,000
+4,428
+46% +$84.1K 0.06% 151
2014
Q4
$208K Buy
+9,572
New +$208K 0.05% 182