Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Hold
0
2096
2020
Q2
Hold
0
1932
2020
Q1
Sell
-1,890
Closed -$43K 1867
2019
Q4
$43K Sell
1,890
-2,310
-55% -$52.6K ﹤0.01% 946
2019
Q3
$79K Buy
4,200
+2,743
+188% +$51.6K 0.01% 670
2019
Q2
$39K Buy
+1,457
New +$39K ﹤0.01% 1002
2019
Q1
Hold
0
1975
2018
Q4
Sell
-244
Closed -$6K 2009
2018
Q3
$6K Buy
+244
New +$6K ﹤0.01% 1367
2018
Q2
Hold
0
2087
2018
Q1
Hold
0
2273
2017
Q4
Hold
0
2602
2017
Q3
Sell
-3,285
Closed -$52K 2896
2017
Q2
$52K Sell
3,285
-14,382
-81% -$228K ﹤0.01% 1465
2017
Q1
$225K Buy
17,667
+10,038
+132% +$128K 0.01% 771
2016
Q4
$103K Sell
7,629
-31,538
-81% -$426K ﹤0.01% 1179
2016
Q3
$388K Buy
39,167
+28,290
+260% +$280K 0.02% 473
2016
Q2
$72K Sell
10,877
-16
-0.1% -$106 ﹤0.01% 1185
2016
Q1
$59K Buy
+10,893
New +$59K ﹤0.01% 1215
2015
Q4
Hold
0
3167