Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,000
Closed -$41K 2240
2020
Q3
$41K Hold
1,000
﹤0.01% 947
2020
Q2
$37K Hold
1,000
﹤0.01% 945
2020
Q1
$32K Hold
1,000
﹤0.01% 891
2019
Q4
$50K Hold
1,000
﹤0.01% 899
2019
Q3
$47K Hold
1,000
﹤0.01% 839
2019
Q2
$53K Hold
1,000
﹤0.01% 896
2019
Q1
$55K Hold
1,000
0.01% 796
2018
Q4
$54K Hold
1,000
0.01% 812
2018
Q3
$66K Sell
1,000
-1,452
-59% -$95.8K ﹤0.01% 858
2018
Q2
$181K Buy
2,452
+1,132
+86% +$83.6K 0.01% 534
2018
Q1
$104K Buy
+1,320
New +$104K 0.01% 720
2017
Q4
Hold
0
2654
2017
Q3
Sell
-115
Closed -$7K 2941
2017
Q2
$7K Buy
+115
New +$7K ﹤0.01% 2291
2017
Q1
Hold
0
3222
2016
Q4
Hold
0
3271
2016
Q1
Hold
0
3233
2015
Q4
Hold
0
3190