Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-262
Closed -$2K 790
2020
Q2
$2K Hold
262
﹤0.01% 653
2020
Q1
$1K Hold
262
﹤0.01% 659
2019
Q4
$2K Sell
262
-116
-31% -$885 ﹤0.01% 622
2019
Q3
$2K Sell
378
-173
-31% -$915 ﹤0.01% 631
2019
Q2
$5K Hold
551
﹤0.01% 513
2019
Q1
$6K Sell
551
-41
-7% -$446 ﹤0.01% 467
2018
Q4
$9K Hold
592
﹤0.01% 411
2018
Q3
$11K Hold
592
﹤0.01% 424
2018
Q2
$11K Hold
592
﹤0.01% 415
2018
Q1
$9K Hold
592
﹤0.01% 439
2017
Q4
$10K Hold
592
﹤0.01% 418
2017
Q3
$8K Hold
592
﹤0.01% 434
2017
Q2
$14K Hold
592
0.01% 377
2017
Q1
$15K Hold
592
0.01% 362
2016
Q4
$15K Hold
592
0.01% 342
2016
Q3
$18K Hold
592
0.01% 333
2016
Q2
$17K Buy
592
+7
+1% +$201 0.01% 355
2016
Q1
$13K Buy
585
+7
+1% +$156 0.01% 382
2015
Q4
$10K Buy
578
+8
+1% +$138 ﹤0.01% 388
2015
Q3
$10K Buy
570
+4
+0.7% +$70 ﹤0.01% 409
2015
Q2
$13K Buy
+566
New +$13K 0.01% 373