Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,234
Closed -$21K 938
2020
Q2
$21K Hold
1,234
﹤0.01% 1386
2020
Q1
$15K Hold
1,234
﹤0.01% 1449
2019
Q4
$28K Hold
1,234
﹤0.01% 1462
2019
Q3
$17K Hold
1,234
﹤0.01% 1564
2019
Q2
$19K Hold
1,234
﹤0.01% 1545
2019
Q1
$18K Hold
1,234
﹤0.01% 1532
2018
Q4
$20K Sell
1,234
-6,084
-83% -$98.6K ﹤0.01% 1488
2018
Q3
$184K Sell
7,318
-1,809
-20% -$45.5K 0.01% 890
2018
Q2
$224K Buy
9,127
+20
+0.2% +$491 0.01% 810
2018
Q1
$208K Sell
9,107
-195
-2% -$4.45K 0.01% 827
2017
Q4
$204K Buy
9,302
+8,459
+1,003% +$186K 0.01% 884
2017
Q3
$20K Hold
843
﹤0.01% 1583
2017
Q2
$13K Hold
843
﹤0.01% 1659
2017
Q1
$16K Hold
843
﹤0.01% 1621
2016
Q4
$12K Hold
843
﹤0.01% 1653
2016
Q3
$10K Hold
843
﹤0.01% 1659
2016
Q2
$9K Hold
843
﹤0.01% 1657
2016
Q1
$10K Hold
843
﹤0.01% 1627
2015
Q4
$10K Hold
843
﹤0.01% 1647
2015
Q3
$8K Hold
843
﹤0.01% 1682
2015
Q2
$11K Buy
+843
New +$11K ﹤0.01% 1653