Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Hold
0
1669
2020
Q2
Hold
0
1517
2020
Q1
Sell
-400
Closed -$32K 1401
2019
Q4
$32K Hold
400
﹤0.01% 1025
2019
Q3
$34K Hold
400
﹤0.01% 926
2019
Q2
$33K Buy
400
+100
+33% +$8.25K ﹤0.01% 1043
2019
Q1
$24K Buy
300
+100
+50% +$8K ﹤0.01% 1006
2018
Q4
$15K Hold
200
﹤0.01% 1161
2018
Q3
$15K Buy
+200
New +$15K ﹤0.01% 1217
2018
Q1
Hold
0
1762
2017
Q4
Sell
-388
Closed -$29K 2060
2017
Q3
$29K Buy
388
+300
+341% +$22.4K ﹤0.01% 1497
2017
Q2
$6K Sell
88
-1,050
-92% -$71.6K ﹤0.01% 2324
2017
Q1
$77K Buy
1,138
+484
+74% +$32.7K ﹤0.01% 1272
2016
Q4
$41K Buy
654
+504
+336% +$31.6K ﹤0.01% 1599
2016
Q3
$8K Hold
150
﹤0.01% 2207
2016
Q2
$9K Hold
150
﹤0.01% 2145
2016
Q1
$8K Sell
150
-17
-10% -$907 ﹤0.01% 2157
2015
Q4
$8K Buy
+167
New +$8K ﹤0.01% 2265