Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-611
Closed -$18K 440
2019
Q4
$18K Hold
611
﹤0.01% 491
2019
Q3
$18K Sell
611
-7
-1% -$206 ﹤0.01% 495
2019
Q2
$21K Hold
618
﹤0.01% 486
2019
Q1
$21K Hold
618
﹤0.01% 486
2018
Q4
$18K Hold
618
﹤0.01% 484
2018
Q3
$24K Buy
618
+6
+1% +$233 ﹤0.01% 478
2018
Q2
$23K Buy
612
+89
+17% +$3.35K ﹤0.01% 472
2018
Q1
$25K Sell
523
-212
-29% -$10.1K ﹤0.01% 411
2017
Q4
$40K Buy
735
+221
+43% +$12K 0.01% 394
2017
Q3
$26K Hold
514
﹤0.01% 388
2017
Q2
$24K Sell
514
-372
-42% -$17.4K ﹤0.01% 401
2017
Q1
$42K Sell
886
-4
-0.4% -$190 0.01% 400
2016
Q4
$39K Hold
890
0.01% 412
2016
Q3
$31K Hold
890
﹤0.01% 485
2016
Q2
$28K Sell
890
-11
-1% -$346 ﹤0.01% 507
2016
Q1
$28K Sell
901
-257
-22% -$7.99K ﹤0.01% 509
2015
Q4
$39K Sell
1,158
-285
-20% -$9.6K ﹤0.01% 482
2015
Q3
$46K Buy
1,443
+347
+32% +$11.1K ﹤0.01% 486
2015
Q2
$39K Hold
1,096
﹤0.01% 478
2015
Q1
$37K Sell
1,096
-341
-24% -$11.5K ﹤0.01% 497
2014
Q4
$50K Sell
1,437
-13
-0.9% -$452 0.01% 484
2014
Q3
$50K Sell
1,450
-21
-1% -$724 0.01% 471
2014
Q2
$51K Hold
1,471
﹤0.01% 459
2014
Q1
$52K Sell
1,471
-17
-1% -$601 ﹤0.01% 457
2013
Q4
$52K Sell
1,488
-1,721
-54% -$60.1K ﹤0.01% 454
2013
Q3
$98K Sell
3,209
-38
-1% -$1.16K 0.01% 461
2013
Q2
$95K Buy
+3,247
New +$95K 0.01% 454