Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,258
Closed -$22K 18
2019
Q4
$22K Hold
3,258
0.01% 471
2019
Q3
$23K Sell
3,258
-83
-2% -$586 ﹤0.01% 468
2019
Q2
$22K Hold
3,341
﹤0.01% 478
2019
Q1
$22K Sell
3,341
-7
-0.2% -$46 ﹤0.01% 476
2018
Q4
$20K Hold
3,348
﹤0.01% 470
2018
Q3
$20K Buy
3,348
+83
+3% +$496 ﹤0.01% 489
2018
Q2
$18K Buy
3,265
+548
+20% +$3.02K ﹤0.01% 497
2018
Q1
$15K Sell
2,717
-1,096
-29% -$6.05K ﹤0.01% 489
2017
Q4
$22K Buy
3,813
+1,096
+40% +$6.32K ﹤0.01% 492
2017
Q3
$16K Buy
2,717
+75
+3% +$442 ﹤0.01% 483
2017
Q2
$15K Sell
2,642
-1,870
-41% -$10.6K ﹤0.01% 476
2017
Q1
$27K Hold
4,512
﹤0.01% 480
2016
Q4
$27K Buy
4,512
+166
+4% +$993 ﹤0.01% 481
2016
Q3
$27K Sell
4,346
-4,347
-50% -$27K ﹤0.01% 500
2016
Q2
$52K Buy
8,693
+4,347
+100% +$26K ﹤0.01% 373
2016
Q1
$24K Sell
4,346
-1,224
-22% -$6.76K ﹤0.01% 522
2015
Q4
$30K Sell
5,570
-1,276
-19% -$6.87K ﹤0.01% 517
2015
Q3
$34K Buy
6,846
+1,719
+34% +$8.54K ﹤0.01% 524
2015
Q2
$25K Hold
5,127
﹤0.01% 533
2015
Q1
$27K Sell
5,127
-1,059
-17% -$5.58K ﹤0.01% 539
2014
Q4
$31K Hold
6,186
﹤0.01% 546
2014
Q3
$26K Hold
6,186
﹤0.01% 557
2014
Q2
$27K Hold
6,186
﹤0.01% 546
2014
Q1
$25K Hold
6,186
﹤0.01% 559
2013
Q4
$21K Sell
6,186
-6,981
-53% -$23.7K ﹤0.01% 571
2013
Q3
$49K Hold
13,167
﹤0.01% 557
2013
Q2
$53K Buy
+13,167
New +$53K ﹤0.01% 536