Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,000
Closed -$25K 413
2019
Q4
$25K Hold
1,000
0.01% 211
2019
Q3
$21K Hold
1,000
0.01% 221
2019
Q2
$22K Hold
1,000
0.01% 214
2019
Q1
$27K Hold
1,000
0.01% 203
2018
Q4
$26K Hold
1,000
0.01% 201
2018
Q3
$43K Hold
1,000
0.02% 184
2018
Q2
$43K Hold
1,000
0.02% 179
2018
Q1
$37K Hold
1,000
0.02% 195
2017
Q4
$36K Hold
1,000
0.02% 195
2017
Q3
$36K Hold
1,000
0.02% 196
2017
Q2
$33K Hold
1,000
0.02% 200
2017
Q1
$40K Hold
1,000
0.02% 177
2016
Q4
$37K Hold
1,000
0.02% 180
2016
Q3
$37K Hold
1,000
0.02% 156
2016
Q2
$34K Hold
1,000
0.02% 160
2016
Q1
$31K Hold
1,000
0.02% 162
2015
Q4
$33K Hold
1,000
0.02% 151
2015
Q3
$38K Hold
1,000
0.03% 139
2015
Q2
$48K Hold
1,000
0.04% 131
2015
Q1
$50K Hold
1,000
0.04% 128
2014
Q4
$66K Hold
1,000
0.05% 104
2014
Q3
$76K Hold
1,000
0.06% 96
2014
Q2
$82K Sell
1,000
-109
-10% -$8.94K 0.08% 86
2014
Q1
$78K Hold
1,109
0.08% 86
2013
Q4
$80K Buy
+1,109
New +$80K 0.08% 86