Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,754
Closed -$41K 778
2020
Q2
$41K Hold
1,754
﹤0.01% 506
2020
Q1
$38K Sell
1,754
-337
-16% -$7.3K ﹤0.01% 478
2019
Q4
$53K Hold
2,091
﹤0.01% 422
2019
Q3
$50K Sell
2,091
-5
-0.2% -$120 ﹤0.01% 366
2019
Q2
$51K Sell
2,096
-919
-30% -$22.4K ﹤0.01% 359
2019
Q1
$65K Hold
3,015
﹤0.01% 328
2018
Q4
$62K Sell
3,015
-225
-7% -$4.63K 0.01% 280
2018
Q3
$68K Hold
3,240
0.01% 299
2018
Q2
$70K Hold
3,240
0.01% 281
2018
Q1
$68K Buy
3,240
+186
+6% +$3.9K 0.01% 295
2017
Q4
$73K Sell
3,054
-654
-18% -$15.6K 0.01% 299
2017
Q3
$83K Hold
3,708
0.01% 298
2017
Q2
$81K Sell
3,708
-443
-11% -$9.68K 0.01% 300
2017
Q1
$83K Hold
4,151
0.01% 307
2016
Q4
$74K Hold
4,151
0.01% 319
2016
Q3
$79K Sell
4,151
-34
-0.8% -$647 0.01% 323
2016
Q2
$79K Hold
4,185
0.01% 321
2016
Q1
$79K Sell
4,185
-695
-14% -$13.1K 0.01% 319
2015
Q4
$89K Buy
+4,880
New +$89K 0.01% 319