Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-51
Closed -$3K 1836
2019
Q4
$3K Hold
51
﹤0.01% 1363
2019
Q3
$3K Buy
+51
New +$3K ﹤0.01% 1339
2019
Q2
Sell
-851
Closed -$60K 1986
2019
Q1
$60K Sell
851
-200
-19% -$14.1K 0.01% 774
2018
Q4
$68K Buy
1,051
+617
+142% +$39.9K 0.01% 753
2018
Q3
$28K Buy
434
+100
+30% +$6.45K ﹤0.01% 1096
2018
Q2
$20K Buy
+334
New +$20K ﹤0.01% 1135
2018
Q1
Sell
-23
Closed -$1K 2223
2017
Q4
$1K Sell
23
-560
-96% -$24.3K ﹤0.01% 1993
2017
Q3
$37K Buy
583
+278
+91% +$17.6K ﹤0.01% 1397
2017
Q2
$19K Buy
305
+21
+7% +$1.31K ﹤0.01% 1885
2017
Q1
$17K Sell
284
-983
-78% -$58.8K ﹤0.01% 1938
2016
Q4
$70K Buy
+1,267
New +$70K ﹤0.01% 1352
2016
Q3
Sell
-9,000
Closed -$498K 3134
2016
Q2
$498K Buy
9,000
+8,042
+839% +$445K 0.03% 383
2016
Q1
$50K Sell
958
-1,069
-53% -$55.8K ﹤0.01% 1301
2015
Q4
$114K Buy
+2,027
New +$114K 0.01% 969