Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,000
Closed -$23K 538
2020
Q2
$23K Hold
1,000
﹤0.01% 600
2020
Q1
$28K Hold
1,000
﹤0.01% 533
2019
Q4
$39K Hold
1,000
﹤0.01% 483
2019
Q3
$38K Hold
1,000
﹤0.01% 401
2019
Q2
$42K Sell
1,000
-12
-1% -$504 ﹤0.01% 379
2019
Q1
$41K Sell
1,012
-127
-11% -$5.15K ﹤0.01% 377
2018
Q4
$45K Sell
1,139
-14
-1% -$553 ﹤0.01% 304
2018
Q3
$48K Sell
1,153
-12
-1% -$500 ﹤0.01% 332
2018
Q2
$52K Sell
1,165
-12
-1% -$536 ﹤0.01% 308
2018
Q1
$52K Buy
1,177
+83
+8% +$3.67K ﹤0.01% 318
2017
Q4
$52K Hold
1,094
﹤0.01% 325
2017
Q3
$49K Hold
1,094
﹤0.01% 329
2017
Q2
$46K Sell
1,094
-13
-1% -$547 ﹤0.01% 339
2017
Q1
$41K Sell
1,107
-443
-29% -$16.4K ﹤0.01% 364
2016
Q4
$56K Buy
1,550
+443
+40% +$16K 0.01% 337
2016
Q3
$38K Sell
1,107
-15
-1% -$515 ﹤0.01% 377
2016
Q2
$31K Sell
1,122
-347
-24% -$9.59K ﹤0.01% 397
2016
Q1
$40K Sell
1,469
-420
-22% -$11.4K ﹤0.01% 381
2015
Q4
$66K Buy
+1,889
New +$66K 0.01% 342