Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Hold
0
1663
2020
Q2
Hold
0
1510
2020
Q1
Sell
-468
Closed -$36K 1398
2019
Q4
$36K Buy
+468
New +$36K ﹤0.01% 995
2019
Q3
Sell
-1,668
Closed -$129K 1452
2019
Q2
$129K Buy
1,668
+800
+92% +$61.9K 0.01% 611
2019
Q1
$60K Sell
868
-1,800
-67% -$124K 0.01% 773
2018
Q4
$148K Buy
2,668
+1,657
+164% +$91.9K 0.01% 476
2018
Q3
$61K Buy
1,011
+500
+98% +$30.2K ﹤0.01% 875
2018
Q2
$31K Buy
511
+200
+64% +$12.1K ﹤0.01% 1012
2018
Q1
$20K Sell
311
-2,706
-90% -$174K ﹤0.01% 1197
2017
Q4
$215K Sell
3,017
-5,182
-63% -$369K 0.01% 594
2017
Q3
$604K Buy
8,199
+2,172
+36% +$160K 0.02% 385
2017
Q2
$406K Buy
+6,027
New +$406K 0.02% 584
2017
Q1
Sell
-6,956
Closed -$402K 2742
2016
Q4
$402K Buy
6,956
+5,104
+276% +$295K 0.01% 553
2016
Q3
$91K Buy
1,852
+390
+27% +$19.2K ﹤0.01% 1148
2016
Q2
$68K Sell
1,462
-250
-15% -$11.6K ﹤0.01% 1211
2016
Q1
$85K Buy
1,712
+695
+68% +$34.5K 0.01% 1011
2015
Q4
$46K Buy
+1,017
New +$46K ﹤0.01% 1448