Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-200
Closed -$5K 2017
2020
Q1
$5K Buy
+200
New +$5K ﹤0.01% 1212
2019
Q4
Hold
0
2035
2019
Q3
Sell
-2,278
Closed -$68K 2030
2019
Q2
$68K Buy
+2,278
New +$68K 0.01% 808
2019
Q1
Hold
0
2088
2018
Q4
Sell
-359
Closed -$9K 2096
2018
Q3
$9K Sell
359
-100
-22% -$2.51K ﹤0.01% 1307
2018
Q2
$13K Buy
+459
New +$13K ﹤0.01% 1236
2018
Q1
Hold
0
2370
2017
Q4
Sell
-518
Closed -$19K 2723
2017
Q3
$19K Buy
+518
New +$19K ﹤0.01% 1664
2017
Q2
Sell
-439
Closed -$17K 3230
2017
Q1
$17K Buy
439
+239
+120% +$9.26K ﹤0.01% 1940
2016
Q4
$7K Sell
200
-9,918
-98% -$347K ﹤0.01% 2390
2016
Q3
$288K Buy
10,118
+4,220
+72% +$120K 0.01% 601
2016
Q2
$158K Buy
5,898
+4,468
+312% +$120K 0.01% 793
2016
Q1
$33K Sell
1,430
-4,215
-75% -$97.3K ﹤0.01% 1501
2015
Q4
$116K Buy
+5,645
New +$116K 0.01% 964