Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-200
Closed -$17K 490
2020
Q3
$17K Buy
+200
New +$17K ﹤0.01% 358
2019
Q3
Sell
-20
Closed -$2K 440
2019
Q2
$2K Sell
20
-145
-88% -$14.5K ﹤0.01% 417
2019
Q1
$14K Sell
165
-78
-32% -$6.62K ﹤0.01% 353
2018
Q4
$20K Hold
243
﹤0.01% 320
2018
Q3
$26K Hold
243
0.01% 332
2018
Q2
$22K Hold
243
﹤0.01% 342
2018
Q1
$20K Hold
243
﹤0.01% 353
2017
Q4
$22K Sell
243
-170
-41% -$15.4K ﹤0.01% 443
2017
Q3
$40K Hold
413
﹤0.01% 370
2017
Q2
$46K Buy
413
+78
+23% +$8.69K 0.01% 355
2017
Q1
$33K Sell
335
-495
-60% -$48.8K 0.01% 272
2016
Q4
$65K Hold
830
0.01% 223
2016
Q3
$66K Hold
830
0.02% 221
2016
Q2
$70K Hold
830
0.02% 226
2016
Q1
$66K Sell
830
-200
-19% -$15.9K 0.02% 230
2015
Q4
$69K Buy
+1,030
New +$69K 0.02% 227