Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-467
Closed -$83K 261
2019
Q4
$83K Hold
467
0.02% 213
2019
Q3
$74K Sell
467
-9
-2% -$1.43K 0.01% 243
2019
Q2
$56K Hold
476
0.01% 301
2019
Q1
$57K Buy
476
+36
+8% +$4.31K 0.01% 277
2018
Q4
$39K Hold
440
0.01% 327
2018
Q3
$45K Buy
440
+8
+2% +$818 0.01% 328
2018
Q2
$44K Buy
432
+72
+20% +$7.33K 0.01% 322
2018
Q1
$39K Sell
360
-147
-29% -$15.9K 0.01% 298
2017
Q4
$53K Buy
507
+155
+44% +$16.2K 0.01% 308
2017
Q3
$37K Hold
352
0.01% 299
2017
Q2
$32K Sell
352
-247
-41% -$22.5K ﹤0.01% 324
2017
Q1
$57K Hold
599
0.01% 321
2016
Q4
$47K Buy
599
+22
+4% +$1.73K 0.01% 371
2016
Q3
$40K Hold
577
﹤0.01% 428
2016
Q2
$42K Hold
577
﹤0.01% 424
2016
Q1
$42K Sell
577
-167
-22% -$12.2K ﹤0.01% 414
2015
Q4
$52K Sell
744
-183
-20% -$12.8K 0.01% 412
2015
Q3
$46K Buy
927
+226
+32% +$11.2K ﹤0.01% 485
2015
Q2
$39K Sell
701
-13
-2% -$723 ﹤0.01% 477
2015
Q1
$42K Sell
714
-222
-24% -$13.1K ﹤0.01% 467
2014
Q4
$66K Hold
936
0.01% 413
2014
Q3
$74K Hold
936
0.01% 381
2014
Q2
$68K Hold
936
0.01% 397
2014
Q1
$65K Hold
936
0.01% 410
2013
Q4
$60K Sell
936
-1,057
-53% -$67.8K 0.01% 423
2013
Q3
$121K Hold
1,993
0.01% 414
2013
Q2
$111K Buy
+1,993
New +$111K 0.01% 425