Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,049
Closed -$21K 324
2019
Q4
$21K Hold
1,049
﹤0.01% 364
2019
Q3
$23K Hold
1,049
0.01% 404
2019
Q2
$21K Buy
1,049
+36
+4% +$721 ﹤0.01% 457
2019
Q1
$23K Buy
1,013
+172
+20% +$3.91K 0.01% 440
2018
Q4
$16K Buy
841
+380
+82% +$7.23K ﹤0.01% 472
2018
Q3
$12K Buy
+461
New +$12K ﹤0.01% 541
2017
Q4
Sell
-566
Closed -$13K 714
2017
Q3
$13K Hold
566
﹤0.01% 524
2017
Q2
$12K Hold
566
﹤0.01% 527
2017
Q1
$19K Hold
566
﹤0.01% 448
2016
Q4
$18K Hold
566
﹤0.01% 483
2016
Q3
$16K Hold
566
﹤0.01% 507
2016
Q2
$17K Sell
566
-148
-21% -$4.45K ﹤0.01% 478
2016
Q1
$22K Hold
714
﹤0.01% 451
2015
Q4
$25K Hold
714
0.01% 449
2015
Q3
$24K Buy
+714
New +$24K 0.01% 465