Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-675
Closed -$3K 2090
2019
Q4
$3K Hold
675
﹤0.01% 2056
2019
Q3
$3K Hold
675
﹤0.01% 1985
2019
Q2
$3K Hold
675
﹤0.01% 1982
2019
Q1
$3K Hold
675
﹤0.01% 1344
2018
Q4
$3K Sell
675
-3,000
-82% -$13.3K ﹤0.01% 1648
2018
Q3
$17K Buy
+3,675
New +$17K 0.01% 828
2017
Q4
Sell
-3,000
Closed -$21K 282
2017
Q3
$21K Sell
3,000
-250
-8% -$1.75K 0.01% 951
2017
Q2
$18K Hold
3,250
﹤0.01% 1123
2017
Q1
$19K Buy
3,250
+2,325
+251% +$13.6K 0.01% 1067
2016
Q4
$5K Sell
925
-250
-21% -$1.35K ﹤0.01% 1906
2016
Q3
$7K Buy
+1,175
New +$7K ﹤0.01% 1793
2015
Q4
Sell
-250
Closed -$1K 1759
2015
Q3
$1K Hold
250
﹤0.01% 1678
2015
Q2
$1K Sell
250
-500
-67% -$2K ﹤0.01% 1738
2015
Q1
$4K Sell
750
-1,550
-67% -$8.27K ﹤0.01% 1524
2014
Q4
$14K Sell
2,300
-4,272
-65% -$26K ﹤0.01% 1113
2014
Q3
$43K Hold
6,572
0.01% 1019
2014
Q2
$45K Buy
+6,572
New +$45K 0.02% 370