Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Hold
0
1653
2019
Q4
Hold
0
1723
2019
Q3
Hold
0
1713
2019
Q2
Hold
0
1805
2018
Q4
Hold
0
1820
2018
Q3
Hold
0
1833
2018
Q2
Sell
-115
Closed -$6K 1884
2018
Q1
$6K Buy
+115
New +$6K ﹤0.01% 1512
2017
Q4
Sell
-65
Closed -$3K 2363
2017
Q3
$3K Hold
65
﹤0.01% 2224
2017
Q2
$3K Buy
+65
New +$3K ﹤0.01% 2516
2017
Q1
Hold
0
3003
2016
Q4
Sell
-907
Closed -$43K 3066
2016
Q3
$43K Buy
+907
New +$43K ﹤0.01% 1493
2016
Q2
Sell
-58
Closed -$2K 3025
2016
Q1
$2K Sell
58
-342
-86% -$11.8K ﹤0.01% 2587
2015
Q4
$16K Buy
+400
New +$16K ﹤0.01% 1965