Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-381
Closed -$38K 179
2019
Q4
$38K Hold
381
0.01% 388
2019
Q3
$33K Hold
381
﹤0.01% 407
2019
Q2
$32K Hold
381
﹤0.01% 414
2019
Q1
$29K Sell
381
-58
-13% -$4.42K ﹤0.01% 433
2018
Q4
$28K Hold
439
﹤0.01% 414
2018
Q3
$33K Buy
439
+12
+3% +$902 0.01% 407
2018
Q2
$33K Buy
427
+71
+20% +$5.49K 0.01% 399
2018
Q1
$24K Sell
356
-144
-29% -$9.71K ﹤0.01% 421
2017
Q4
$41K Buy
500
+154
+45% +$12.6K 0.01% 382
2017
Q3
$27K Hold
346
﹤0.01% 377
2017
Q2
$22K Sell
346
-244
-41% -$15.5K ﹤0.01% 422
2017
Q1
$36K Hold
590
0.01% 435
2016
Q4
$29K Buy
590
+19
+3% +$934 ﹤0.01% 472
2016
Q3
$24K Hold
571
﹤0.01% 516
2016
Q2
$23K Hold
571
﹤0.01% 536
2016
Q1
$20K Sell
571
-152
-21% -$5.32K ﹤0.01% 544
2015
Q4
$25K Sell
723
-177
-20% -$6.12K ﹤0.01% 538
2015
Q3
$26K Buy
900
+228
+34% +$6.59K ﹤0.01% 551
2015
Q2
$31K Hold
672
﹤0.01% 516
2015
Q1
$33K Sell
672
-194
-22% -$9.53K ﹤0.01% 516
2014
Q4
$43K Hold
866
﹤0.01% 510
2014
Q3
$43K Hold
866
﹤0.01% 497
2014
Q2
$53K Hold
866
0.01% 447
2014
Q1
$57K Sell
866
-22
-2% -$1.45K 0.01% 438
2013
Q4
$58K Sell
888
-1,012
-53% -$66.1K 0.01% 431
2013
Q3
$118K Hold
1,900
0.01% 419
2013
Q2
$101K Buy
+1,900
New +$101K 0.01% 444