Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-12,374
Closed -$19K 1284
2020
Q1
$19K Hold
12,374
﹤0.01% 1255
2019
Q4
$48K Hold
12,374
﹤0.01% 1413
2019
Q3
$31K Hold
12,374
﹤0.01% 1417
2019
Q2
$38K Hold
12,374
﹤0.01% 1376
2019
Q1
$38K Hold
12,374
﹤0.01% 1340
2018
Q4
$37K Hold
12,374
﹤0.01% 1235
2018
Q3
$41K Hold
12,374
﹤0.01% 1339
2018
Q2
$35K Hold
12,374
﹤0.01% 1245
2018
Q1
$46K Hold
12,374
﹤0.01% 1227
2017
Q4
$37K Hold
12,374
﹤0.01% 1219
2017
Q3
$34K Hold
12,374
﹤0.01% 1240
2017
Q2
$30K Hold
12,374
﹤0.01% 1257
2017
Q1
$34K Hold
12,374
﹤0.01% 1289
2016
Q4
$31K Sell
12,374
-38,948
-76% -$97.6K ﹤0.01% 1288
2016
Q3
$111K Hold
51,322
﹤0.01% 1219
2016
Q2
$74K Hold
51,322
﹤0.01% 1192
2016
Q1
$73K Hold
51,322
﹤0.01% 1171
2015
Q4
$49K Hold
51,322
﹤0.01% 1193
2015
Q3
$56K Hold
51,322
﹤0.01% 1216
2015
Q2
$98K Buy
+51,322
New +$98K ﹤0.01% 1258
2015
Q1
Sell
-51,322
Closed -$145K 1379
2014
Q4
$145K Hold
51,322
﹤0.01% 1269
2014
Q3
$196K Buy
51,322
+28,309
+123% +$108K 0.01% 992
2014
Q2
$108K Hold
23,013
﹤0.01% 1188
2014
Q1
$117K Hold
23,013
﹤0.01% 1100
2013
Q4
$143K Hold
23,013
﹤0.01% 1079
2013
Q3
$136K Sell
23,013
-756
-3% -$4.47K ﹤0.01% 1046
2013
Q2
$107K Buy
+23,769
New +$107K ﹤0.01% 1103