Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-200
Closed -$6K 1198
2020
Q2
$6K Hold
200
﹤0.01% 1598
2020
Q1
$4K Hold
200
﹤0.01% 1617
2019
Q4
$6K Hold
200
﹤0.01% 1581
2019
Q3
$7K Hold
200
﹤0.01% 1572
2019
Q2
$6K Hold
200
﹤0.01% 1581
2019
Q1
$7K Hold
200
﹤0.01% 1569
2018
Q4
$7K Hold
200
﹤0.01% 1535
2018
Q3
$10K Buy
+200
New +$10K ﹤0.01% 1542
2016
Q4
Sell
-57,615
Closed -$1.1M 1924
2016
Q3
$1.1M Sell
57,615
-88,540
-61% -$1.68M 0.01% 755
2016
Q2
$2.38M Hold
146,155
0.02% 601
2016
Q1
$3.16M Sell
146,155
-1,218
-0.8% -$26.3K 0.03% 526
2015
Q4
$3.15M Sell
147,373
-8
-0% -$171 0.03% 542
2015
Q3
$3.8M Buy
147,381
+12,257
+9% +$316K 0.04% 454
2015
Q2
$4.3M Hold
135,124
0.05% 436
2015
Q1
$5.12M Hold
135,124
0.06% 371
2014
Q4
$6.27M Buy
+135,124
New +$6.27M 0.07% 300