Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Hold
0
2153
2019
Q4
Sell
-1,000
Closed -$79K 2243
2019
Q3
$79K Buy
1,000
+741
+286% +$58.5K 0.01% 672
2019
Q2
$21K Buy
+259
New +$21K ﹤0.01% 1147
2019
Q1
Sell
-13,287
Closed -$886K 2290
2018
Q4
$886K Buy
13,287
+5,103
+62% +$340K 0.08% 146
2018
Q3
$651K Buy
8,184
+8,100
+9,643% +$644K 0.05% 287
2018
Q2
$5K Buy
+84
New +$5K ﹤0.01% 1437
2018
Q1
Sell
-300
Closed -$20K 2578
2017
Q4
$20K Sell
300
-228
-43% -$15.2K ﹤0.01% 1394
2017
Q3
$33K Buy
+528
New +$33K ﹤0.01% 1453
2017
Q2
Hold
0
3389
2017
Q1
Hold
0
3451
2016
Q4
Hold
0
3488
2016
Q3
Sell
-8,393
Closed -$374K 3452
2016
Q2
$374K Buy
8,393
+7,867
+1,496% +$351K 0.02% 474
2016
Q1
$21K Buy
526
+206
+64% +$8.22K ﹤0.01% 1712
2015
Q4
$11K Buy
+320
New +$11K ﹤0.01% 2145