Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,211
Closed -$65K 401
2020
Q1
$65K Buy
2,211
+2,184
+8,089% +$64.2K ﹤0.01% 285
2019
Q4
$1K Sell
27
-10
-27% -$370 ﹤0.01% 428
2019
Q3
$1K Sell
37
-19
-34% -$514 ﹤0.01% 389
2019
Q2
$3K Sell
56
-1,534
-96% -$82.2K ﹤0.01% 396
2019
Q1
$123K Sell
1,590
-3
-0.2% -$232 0.01% 300
2018
Q4
$101K Buy
1,593
+12
+0.8% +$761 ﹤0.01% 308
2018
Q3
$164K Sell
1,581
-4
-0.3% -$415 0.01% 222
2018
Q2
$154K Buy
1,585
+12
+0.8% +$1.17K 0.01% 226
2018
Q1
$173K Sell
1,573
-8
-0.5% -$880 0.01% 242
2017
Q4
$175K Sell
1,581
-38
-2% -$4.21K 0.01% 213
2017
Q3
$196K Buy
1,619
+1,529
+1,699% +$185K 0.01% 226
2017
Q2
$9K Sell
90
-46
-34% -$4.6K ﹤0.01% 292
2017
Q1
$13K Sell
136
-498
-79% -$47.6K ﹤0.01% 305
2016
Q4
$73K Sell
634
-136
-18% -$15.7K ﹤0.01% 259
2016
Q3
$99K Sell
770
-86
-10% -$11.1K ﹤0.01% 245
2016
Q2
$91K Sell
856
-244
-22% -$25.9K ﹤0.01% 240
2016
Q1
$142K Sell
1,100
-166
-13% -$21.4K 0.01% 251
2015
Q4
$114K Buy
1,266
+162
+15% +$14.6K ﹤0.01% 280
2015
Q3
$161K Buy
1,104
+142
+15% +$20.7K 0.01% 242
2015
Q2
$194K Buy
962
+495
+106% +$99.8K 0.01% 248
2015
Q1
$105K Sell
467
-252
-35% -$56.7K ﹤0.01% 278
2014
Q4
$144K Buy
719
+252
+54% +$50.5K ﹤0.01% 272
2014
Q3
$107K Hold
467
﹤0.01% 261
2014
Q2
$117K Hold
467
﹤0.01% 263
2014
Q1
$138K Sell
467
-212
-31% -$62.6K ﹤0.01% 288
2013
Q4
$191K Buy
679
+466
+219% +$131K 0.01% 271
2013
Q3
$57K Hold
213
﹤0.01% 371
2013
Q2
$52K Buy
+213
New +$52K ﹤0.01% 255