Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,661
Closed -$19K 540
2020
Q1
$19K Buy
3,661
+204
+6% +$1.06K ﹤0.01% 483
2019
Q4
$54K Sell
3,457
-40
-1% -$625 ﹤0.01% 548
2019
Q3
$54K Buy
3,497
+8
+0.2% +$124 ﹤0.01% 556
2019
Q2
$72K Hold
3,489
﹤0.01% 558
2019
Q1
$88K Sell
3,489
-109
-3% -$2.75K ﹤0.01% 556
2018
Q4
$62K Buy
3,598
+891
+33% +$15.4K ﹤0.01% 558
2018
Q3
$135K Hold
2,707
0.01% 599
2018
Q2
$141K Sell
2,707
-14
-0.5% -$729 0.01% 596
2018
Q1
$123K Sell
2,721
-93
-3% -$4.2K 0.01% 598
2017
Q4
$92K Buy
2,814
+3
+0.1% +$98 ﹤0.01% 607
2017
Q3
$96K Sell
2,811
-121
-4% -$4.13K 0.01% 618
2017
Q2
$74K Sell
2,932
-144
-5% -$3.63K ﹤0.01% 609
2017
Q1
$110K Sell
3,076
-45
-1% -$1.61K 0.01% 609
2016
Q4
$82K Sell
3,121
-300
-9% -$7.88K ﹤0.01% 612
2016
Q3
$47K Hold
3,421
﹤0.01% 614
2016
Q2
$74K Sell
3,421
-32
-0.9% -$692 ﹤0.01% 579
2016
Q1
$51K Sell
3,453
-13
-0.4% -$192 ﹤0.01% 581
2015
Q4
$59K Buy
3,466
+23
+0.7% +$392 ﹤0.01% 600
2015
Q3
$61K Sell
3,443
-1,165
-25% -$20.6K ﹤0.01% 610
2015
Q2
$170K Buy
4,608
+2,451
+114% +$90.4K 0.01% 600
2015
Q1
$66K Sell
2,157
-16
-0.7% -$490 ﹤0.01% 631
2014
Q4
$107K Buy
+2,173
New +$107K 0.01% 577