Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,955
Closed -$39K 15
2019
Q4
$39K Buy
1,955
+13
+0.7% +$259 0.01% 376
2019
Q3
$32K Buy
1,942
+21
+1% +$346 ﹤0.01% 414
2019
Q2
$32K Buy
1,921
+12
+0.6% +$200 ﹤0.01% 413
2019
Q1
$35K Buy
1,909
+35
+2% +$642 ﹤0.01% 388
2018
Q4
$27K Buy
1,874
+10
+0.5% +$144 ﹤0.01% 423
2018
Q3
$26K Buy
1,864
+36
+2% +$502 ﹤0.01% 455
2018
Q2
$25K Buy
1,828
+320
+21% +$4.38K ﹤0.01% 458
2018
Q1
$17K Sell
1,508
-615
-29% -$6.93K ﹤0.01% 479
2017
Q4
$23K Buy
2,123
+647
+44% +$7.01K 0.01% 486
2017
Q3
$16K Sell
1,476
-17
-1% -$184 ﹤0.01% 482
2017
Q2
$17K Sell
1,493
-1,050
-41% -$12K ﹤0.01% 464
2017
Q1
$28K Buy
2,543
+18
+0.7% +$198 ﹤0.01% 473
2016
Q4
$29K Buy
2,525
+51
+2% +$586 ﹤0.01% 471
2016
Q3
$32K Hold
2,474
﹤0.01% 475
2016
Q2
$31K Sell
2,474
-15
-0.6% -$188 ﹤0.01% 492
2016
Q1
$29K Sell
2,489
-705
-22% -$8.21K ﹤0.01% 496
2015
Q4
$31K Sell
3,194
-798
-20% -$7.75K ﹤0.01% 509
2015
Q3
$39K Buy
3,992
+1,002
+34% +$9.79K ﹤0.01% 509
2015
Q2
$40K Buy
2,990
+162
+6% +$2.17K ﹤0.01% 465
2015
Q1
$36K Sell
2,828
-912
-24% -$11.6K ﹤0.01% 498
2014
Q4
$51K Sell
3,740
-44
-1% -$600 0.01% 474
2014
Q3
$54K Buy
3,784
+47
+1% +$671 0.01% 449
2014
Q2
$58K Buy
3,737
+41
+1% +$636 0.01% 428
2014
Q1
$53K Buy
3,696
+222
+6% +$3.18K ﹤0.01% 448
2013
Q4
$50K Sell
3,474
-3,976
-53% -$57.2K ﹤0.01% 461
2013
Q3
$99K Hold
7,450
0.01% 458
2013
Q2
$89K Buy
+7,450
New +$89K 0.01% 466