Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Hold
0
1865
2020
Q1
Sell
-118
Closed -$11K 1794
2019
Q4
$11K Sell
118
-682
-85% -$63.6K ﹤0.01% 1221
2019
Q3
$68K Buy
+800
New +$68K 0.01% 712
2019
Q1
Hold
0
1879
2018
Q4
Sell
-565
Closed -$39K 1942
2018
Q3
$39K Buy
565
+178
+46% +$12.3K ﹤0.01% 989
2018
Q2
$22K Sell
387
-2,800
-88% -$159K ﹤0.01% 1109
2018
Q1
$208K Buy
3,187
+900
+39% +$58.7K 0.02% 532
2017
Q4
$147K Sell
2,287
-3,900
-63% -$251K 0.01% 728
2017
Q3
$366K Sell
6,187
-10,139
-62% -$600K 0.01% 543
2017
Q2
$843K Sell
16,326
-1,621
-9% -$83.7K 0.03% 337
2017
Q1
$917K Sell
17,947
-9,930
-36% -$507K 0.04% 319
2016
Q4
$1.43M Sell
27,877
-53,166
-66% -$2.72M 0.05% 212
2016
Q3
$3.51M Buy
+81,043
New +$3.51M 0.16% 69
2016
Q2
Hold
0
3125
2016
Q1
Sell
-140
Closed -$7K 3107
2015
Q4
$7K Buy
+140
New +$7K ﹤0.01% 2362