Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-79
Closed 773
2020
Q1
$0 Buy
79
+48
+155% ﹤0.01% 742
2019
Q4
$1K Sell
31
-52
-63% -$1.68K ﹤0.01% 678
2019
Q3
$1K Buy
+83
New +$1K ﹤0.01% 673
2017
Q2
Sell
-124
Closed -$5K 504
2017
Q1
$5K Sell
124
-45
-27% -$1.82K ﹤0.01% 191
2016
Q4
$6K Buy
169
+45
+36% +$1.6K ﹤0.01% 190
2016
Q3
$5K Hold
124
﹤0.01% 184
2016
Q2
$4K Hold
124
﹤0.01% 193
2016
Q1
$4K Sell
124
-562
-82% -$18.1K ﹤0.01% 200
2015
Q4
$23K Sell
686
-4,290
-86% -$144K 0.02% 146
2015
Q3
$187K Buy
4,976
+279
+6% +$10.5K 0.15% 27
2015
Q2
$227K Buy
4,697
+372
+9% +$18K 0.17% 26
2015
Q1
$216K Buy
4,325
+943
+28% +$47.1K 0.15% 28
2014
Q4
$221K Buy
3,382
+1,010
+43% +$66K 0.14% 31
2014
Q3
$181K Sell
2,372
-52
-2% -$3.97K 0.12% 37
2014
Q2
$200K Sell
2,424
-691
-22% -$57K 0.14% 36
2014
Q1
$219K Sell
3,115
-68
-2% -$4.78K 0.11% 37
2013
Q4
$228K Buy
+3,183
New +$228K 0.15% 41