Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-13
Closed -$2K 245
2020
Q3
$2K Sell
13
-2
-13% -$308 ﹤0.01% 458
2020
Q2
$2K Buy
+15
New +$2K ﹤0.01% 468
2020
Q1
Sell
-25
Closed -$3K 200
2019
Q4
$3K Sell
25
-710
-97% -$85.2K ﹤0.01% 509
2019
Q3
$76K Sell
735
-120
-14% -$12.4K 0.03% 314
2019
Q2
$100K Buy
855
+652
+321% +$76.3K 0.04% 280
2019
Q1
$33K Sell
203
-7
-3% -$1.14K 0.01% 350
2018
Q4
$33K Buy
210
+196
+1,400% +$30.8K 0.01% 321
2018
Q3
$3K Buy
14
+4
+40% +$857 ﹤0.01% 447
2018
Q2
$2K Sell
10
-390
-98% -$78K ﹤0.01% 427
2018
Q1
$89K Sell
400
-6,171
-94% -$1.37M 0.04% 257
2017
Q4
$1.54M Buy
+6,571
New +$1.54M 0.8% 25
2016
Q4
Sell
-800
Closed -$146K 218
2016
Q3
$146K Buy
800
+300
+60% +$54.8K 0.1% 174
2016
Q2
$83K Buy
+500
New +$83K 0.06% 185
2015
Q1
Sell
-4,750
Closed -$1.08M 487
2014
Q4
$1.08M Buy
+4,750
New +$1.08M 0.21% 131
2013
Q4
Sell
-2,000
Closed -$310K 866
2013
Q3
$310K Buy
+2,000
New +$310K 0.02% 447