Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,668
Closed -$355K 932
2019
Q4
$355K Sell
7,668
-456
-6% -$21.1K ﹤0.01% 770
2019
Q3
$393K Sell
8,124
-399
-5% -$19.3K ﹤0.01% 688
2019
Q2
$388K Buy
8,523
+3,084
+57% +$140K ﹤0.01% 686
2019
Q1
$242K Hold
5,439
﹤0.01% 796
2018
Q4
$215K Sell
5,439
-600
-10% -$23.7K ﹤0.01% 799
2018
Q3
$245K Sell
6,039
-1,165
-16% -$47.3K ﹤0.01% 792
2018
Q2
$292K Buy
7,204
+1,000
+16% +$40.5K ﹤0.01% 732
2018
Q1
$267K Buy
6,204
+39
+0.6% +$1.68K ﹤0.01% 742
2017
Q4
$296K Buy
6,165
+274
+5% +$13.2K ﹤0.01% 716
2017
Q3
$276K Hold
5,891
﹤0.01% 723
2017
Q2
$265K Hold
5,891
﹤0.01% 719
2017
Q1
$261K Hold
5,891
﹤0.01% 714
2016
Q4
$255K Hold
5,891
﹤0.01% 704
2016
Q3
$272K Hold
5,891
﹤0.01% 680
2016
Q2
$279K Hold
5,891
﹤0.01% 678
2016
Q1
$268K Hold
5,891
﹤0.01% 678
2015
Q4
$227K Hold
5,891
﹤0.01% 723
2015
Q3
$241K Hold
5,891
﹤0.01% 710
2015
Q2
$251K Sell
5,891
-380
-6% -$16.2K ﹤0.01% 718
2015
Q1
$266K Sell
6,271
-243
-4% -$10.3K ﹤0.01% 702
2014
Q4
$298K Hold
6,514
﹤0.01% 678
2014
Q3
$279K Buy
6,514
+380
+6% +$16.3K ﹤0.01% 672
2014
Q2
$278K Hold
6,134
﹤0.01% 672
2014
Q1
$265K Sell
6,134
-470
-7% -$20.3K ﹤0.01% 675
2013
Q4
$286K Buy
+6,604
New +$286K 0.01% 630