Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$52K Buy
+993
New +$52K 0.02% 248
2017
Q2
Sell
-142
Closed -$5K 481
2017
Q1
$5K Sell
142
-78
-35% -$2.75K ﹤0.01% 188
2016
Q4
$7K Buy
220
+78
+55% +$2.48K 0.01% 182
2016
Q3
$5K Hold
142
﹤0.01% 182
2016
Q2
$3K Hold
142
﹤0.01% 206
2016
Q1
$3K Hold
142
﹤0.01% 209
2015
Q4
$4K Sell
142
-165
-54% -$4.65K ﹤0.01% 201
2015
Q3
$8K Sell
307
-3,692
-92% -$96.2K 0.01% 116
2015
Q2
$101K Buy
3,999
+174
+5% +$4.4K 0.07% 60
2015
Q1
$93K Sell
3,825
-252
-6% -$6.13K 0.06% 61
2014
Q4
$96K Buy
4,077
+370
+10% +$8.71K 0.06% 63
2014
Q3
$88K Buy
3,707
+651
+21% +$15.5K 0.06% 70
2014
Q2
$64K Buy
3,056
+2,372
+347% +$49.7K 0.04% 77
2014
Q1
$16K Sell
684
-6,349
-90% -$149K 0.01% 129
2013
Q4
$162K Buy
+7,033
New +$162K 0.11% 60