Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-913
Closed -$24K 681
2020
Q2
$24K Hold
913
﹤0.01% 557
2020
Q1
$19K Hold
913
﹤0.01% 596
2019
Q4
$32K Hold
913
﹤0.01% 588
2019
Q3
$24K Hold
913
﹤0.01% 623
2019
Q2
$23K Hold
913
﹤0.01% 630
2019
Q1
$27K Hold
913
﹤0.01% 602
2018
Q4
$26K Sell
913
-740
-45% -$21.1K ﹤0.01% 544
2018
Q3
$63K Hold
1,653
﹤0.01% 482
2018
Q2
$76K Hold
1,653
﹤0.01% 479
2018
Q1
$81K Sell
1,653
-505
-23% -$24.7K ﹤0.01% 464
2017
Q4
$90K Buy
+2,158
New +$90K ﹤0.01% 495
2015
Q2
Sell
-12
Closed 1261
2015
Q1
$0 Buy
+12
New ﹤0.01% 1228
2014
Q3
Sell
-305
Closed -$7K 1339
2014
Q2
$7K Buy
+305
New +$7K ﹤0.01% 984