Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,300
Closed -$78K 2307
2019
Q4
$78K Sell
9,300
-113,997
-92% -$956K ﹤0.01% 762
2019
Q3
$938K Sell
123,297
-11,213
-8% -$85.3K 0.09% 151
2019
Q2
$991K Buy
134,510
+124,405
+1,231% +$917K 0.09% 153
2019
Q1
$94K Sell
10,105
-1,600
-14% -$14.9K 0.01% 655
2018
Q4
$110K Sell
11,705
-39,417
-77% -$370K 0.01% 576
2018
Q3
$636K Buy
51,122
+45,921
+883% +$571K 0.04% 295
2018
Q2
$69K Buy
5,201
+3,150
+154% +$41.8K 0.01% 813
2018
Q1
$27K Sell
2,051
-1,998
-49% -$26.3K ﹤0.01% 1114
2017
Q4
$63K Sell
4,049
-7,692
-66% -$120K ﹤0.01% 1025
2017
Q3
$233K Sell
11,741
-2,737
-19% -$54.3K 0.01% 690
2017
Q2
$270K Buy
14,478
+11,794
+439% +$220K 0.01% 735
2017
Q1
$50K Buy
+2,684
New +$50K ﹤0.01% 1489
2016
Q4
Sell
-319
Closed -$6K 3611
2016
Q3
$6K Sell
319
-13,338
-98% -$251K ﹤0.01% 2361
2016
Q2
$213K Buy
13,657
+11,057
+425% +$172K 0.01% 668
2016
Q1
$53K Buy
+2,600
New +$53K ﹤0.01% 1274
2015
Q4
Hold
0
3437