Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-402
Closed -$16K 1793
2020
Q3
$16K Sell
402
-679
-63% -$27K ﹤0.01% 1194
2020
Q2
$49K Buy
1,081
+910
+532% +$41.2K ﹤0.01% 854
2020
Q1
$8K Hold
171
﹤0.01% 1145
2019
Q4
$15K Buy
+171
New +$15K ﹤0.01% 1168
2019
Q3
Hold
0
1506
2019
Q2
Hold
0
1588
2019
Q1
Sell
-1,069
Closed -$69K 1524
2018
Q4
$69K Buy
+1,069
New +$69K 0.01% 748
2018
Q3
Sell
-81
Closed -$6K 1629
2018
Q2
$6K Buy
+81
New +$6K ﹤0.01% 1389
2018
Q1
Sell
-95
Closed -$7K 1822
2017
Q4
$7K Sell
95
-870
-90% -$64.1K ﹤0.01% 1715
2017
Q3
$81K Buy
+965
New +$81K ﹤0.01% 1075
2017
Q2
Hold
0
2766
2017
Q1
Hold
0
2796
2016
Q4
Hold
0
2860
2016
Q3
Sell
-479
Closed -$13K 2760
2016
Q2
$13K Sell
479
-5,544
-92% -$150K ﹤0.01% 1991
2016
Q1
$202K Buy
6,023
+2,479
+70% +$83.1K 0.01% 603
2015
Q4
$102K Buy
+3,544
New +$102K 0.01% 1031