Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-221
Closed -$30K 120
2020
Q3
$30K Hold
221
0.01% 72
2020
Q2
$29K Hold
221
0.01% 69
2020
Q1
$25K Buy
221
+33
+18% +$3.73K 0.02% 69
2019
Q4
$28K Hold
188
0.01% 77
2019
Q3
$26K Hold
188
0.01% 76
2019
Q2
$27K Hold
188
0.01% 75
2019
Q1
$33K Hold
188
0.01% 75
2018
Q4
$30K Hold
188
0.01% 69
2018
Q3
$33K Buy
188
+162
+623% +$28.4K 0.01% 75
2018
Q2
$4K Hold
26
﹤0.01% 99
2018
Q1
$5K Buy
+26
New +$5K ﹤0.01% 85
2015
Q4
Sell
-54
Closed -$6K 98
2015
Q3
$6K Sell
54
-54
-50% -$6K ﹤0.01% 93
2015
Q2
$14K Hold
108
﹤0.01% 82
2015
Q1
$15K Hold
108
﹤0.01% 84
2014
Q4
$15K Sell
108
-119
-52% -$16.5K ﹤0.01% 73
2014
Q3
$27K Hold
227
0.01% 65
2014
Q2
$27K Buy
+227
New +$27K ﹤0.01% 63