Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,340
Closed -$61K 426
2020
Q1
$61K Hold
1,340
0.01% 212
2019
Q4
$115K Hold
1,340
0.01% 173
2019
Q3
$106K Hold
1,340
0.01% 185
2019
Q2
$95K Buy
1,340
+35
+3% +$2.48K 0.01% 200
2019
Q1
$87K Sell
1,305
-40
-3% -$2.67K 0.01% 200
2018
Q4
$84K Buy
1,345
+40
+3% +$2.5K 0.01% 196
2018
Q3
$96K Sell
1,305
-20
-2% -$1.47K 0.01% 191
2018
Q2
$90K Sell
1,325
-160
-11% -$10.9K 0.01% 182
2018
Q1
$89K Hold
1,485
0.01% 190
2017
Q4
$90K Hold
1,485
0.01% 183
2017
Q3
$80K Hold
1,485
0.01% 177
2017
Q2
$75K Hold
1,485
0.01% 185
2017
Q1
$77K Hold
1,485
0.01% 172
2016
Q4
$82K Hold
1,485
0.01% 159
2016
Q3
$73K Hold
1,485
0.01% 170
2016
Q2
$75K Sell
1,485
-225
-13% -$11.4K 0.01% 177
2016
Q1
$80K Sell
1,710
-150
-8% -$7.02K 0.01% 167
2015
Q4
$76K Hold
1,860
0.01% 166
2015
Q3
$72K Hold
1,860
0.01% 175
2015
Q2
$67K Hold
1,860
0.01% 166
2015
Q1
$70K Hold
1,860
0.01% 161
2014
Q4
$74K Hold
1,860
0.01% 164
2014
Q3
$71K Buy
1,860
+350
+23% +$13.4K 0.01% 170
2014
Q2
$57K Hold
1,510
0.01% 191
2014
Q1
$55K Sell
1,510
-75
-5% -$2.73K 0.01% 186
2013
Q4
$57K Hold
1,585
0.01% 183
2013
Q3
$50K Sell
1,585
-3,025
-66% -$95.4K 0.01% 184
2013
Q2
$157K Buy
+4,610
New +$157K 0.03% 89