Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,500
Closed -$54K 1981
2020
Q3
$54K Buy
+1,500
New +$54K ﹤0.01% 862
2020
Q2
Hold
0
1757
2020
Q1
Hold
0
1646
2019
Q4
Hold
0
1717
2019
Q2
Sell
-1,999
Closed -$82K 1801
2019
Q1
$82K Buy
1,999
+159
+9% +$6.52K 0.01% 687
2018
Q4
$68K Buy
+1,840
New +$68K 0.01% 752
2018
Q3
Hold
0
1829
2018
Q2
Sell
-1,775
Closed -$92K 1880
2018
Q1
$92K Buy
+1,775
New +$92K 0.01% 765
2017
Q4
Sell
-134
Closed -$7K 2359
2017
Q3
$7K Buy
+134
New +$7K ﹤0.01% 2017
2017
Q2
Hold
0
2957
2017
Q1
Sell
-2,496
Closed -$128K 2996
2016
Q4
$128K Sell
2,496
-4,187
-63% -$215K ﹤0.01% 1068
2016
Q3
$331K Buy
6,683
+1,003
+18% +$49.7K 0.01% 541
2016
Q2
$211K Sell
5,680
-3,278
-37% -$122K 0.01% 672
2016
Q1
$293K Buy
8,958
+3,141
+54% +$103K 0.02% 469
2015
Q4
$179K Buy
+5,817
New +$179K 0.01% 765