Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,390
Closed -$75K 657
2020
Q2
$75K Hold
1,390
﹤0.01% 453
2020
Q1
$55K Hold
1,390
﹤0.01% 481
2019
Q4
$59K Hold
1,390
﹤0.01% 520
2019
Q3
$55K Buy
+1,390
New +$55K ﹤0.01% 525
2014
Q4
Sell
-188
Closed -$4K 1240
2014
Q3
$4K Sell
188
-50
-21% -$1.06K ﹤0.01% 1114
2014
Q2
$5K Hold
238
﹤0.01% 1018
2014
Q1
$5K Buy
238
+88
+59% +$1.85K ﹤0.01% 971
2013
Q4
$4K Buy
+150
New +$4K ﹤0.01% 988
2013
Q3
Sell
-50,019
Closed -$971K 1214
2013
Q2
$971K Buy
+50,019
New +$971K 0.02% 527