Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-200
Closed -$6K 1203
2020
Q2
$6K Hold
200
﹤0.01% 1599
2020
Q1
$5K Buy
+200
New +$5K ﹤0.01% 1601
2018
Q2
Sell
-27
Closed -$1K 1934
2018
Q1
$1K Sell
27
-8,852
-100% -$328K ﹤0.01% 1722
2017
Q4
$190K Sell
8,879
-167,622
-95% -$3.59M ﹤0.01% 1226
2017
Q3
$3.44M Buy
176,501
+3,081
+2% +$60.1K 0.03% 432
2017
Q2
$3.91M Buy
173,420
+128,097
+283% +$2.89M 0.03% 391
2017
Q1
$1.19M Buy
45,323
+45,033
+15,529% +$1.18M 0.01% 754
2016
Q4
$7K Buy
+290
New +$7K ﹤0.01% 1440