Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,785
Closed -$39K 263
2020
Q2
$39K Sell
7,785
-360
-4% -$1.8K ﹤0.01% 511
2020
Q1
$38K Hold
8,145
﹤0.01% 475
2019
Q4
$56K Hold
8,145
﹤0.01% 412
2019
Q3
$57K Sell
8,145
-660
-7% -$4.62K ﹤0.01% 349
2019
Q2
$58K Hold
8,805
﹤0.01% 348
2019
Q1
$59K Buy
8,805
+638
+8% +$4.28K ﹤0.01% 336
2018
Q4
$48K Hold
8,167
﹤0.01% 295
2018
Q3
$48K Hold
8,167
﹤0.01% 331
2018
Q2
$46K Hold
8,167
﹤0.01% 317
2018
Q1
$44K Hold
8,167
﹤0.01% 328
2017
Q4
$48K Sell
8,167
-2,065
-20% -$12.1K ﹤0.01% 328
2017
Q3
$60K Sell
10,232
-1,126
-10% -$6.6K 0.01% 317
2017
Q2
$65K Sell
11,358
-495
-4% -$2.83K 0.01% 311
2017
Q1
$70K Sell
11,853
-255
-2% -$1.51K 0.01% 319
2016
Q4
$73K Sell
12,108
-1,509
-11% -$9.1K 0.01% 320
2016
Q3
$83K Sell
13,617
-871
-6% -$5.31K 0.01% 318
2016
Q2
$85K Sell
14,488
-203
-1% -$1.19K 0.01% 315
2016
Q1
$82K Sell
14,691
-1,306
-8% -$7.29K 0.01% 316
2015
Q4
$87K Buy
+15,997
New +$87K 0.01% 323