Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Hold
0
2151
2020
Q2
Hold
0
1979
2020
Q1
Hold
0
1921
2019
Q4
Hold
0
1992
2019
Q3
Sell
-4,863
Closed -$50K 1989
2019
Q2
$50K Buy
+4,863
New +$50K ﹤0.01% 919
2019
Q1
Hold
0
2038
2018
Q4
Sell
-200
Closed -$2K 2065
2018
Q3
$2K Hold
200
﹤0.01% 1486
2018
Q2
$2K Buy
+200
New +$2K ﹤0.01% 1547
2017
Q4
Sell
-1,034
Closed -$8K 2668
2017
Q3
$8K Sell
1,034
-8,642
-89% -$66.9K ﹤0.01% 1982
2017
Q2
$86K Buy
9,676
+8,242
+575% +$73.3K ﹤0.01% 1251
2017
Q1
$12K Buy
1,434
+400
+39% +$3.35K ﹤0.01% 2068
2016
Q4
$10K Sell
1,034
-2,900
-74% -$28K ﹤0.01% 2217
2016
Q3
$38K Hold
3,934
﹤0.01% 1551
2016
Q2
$51K Sell
3,934
-6,100
-61% -$79.1K ﹤0.01% 1365
2016
Q1
$125K Buy
10,034
+10,018
+62,613% +$125K 0.01% 821
2015
Q4
$0 Buy
+16
New ﹤0.01% 3202