Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-331
Closed -$5K 665
2020
Q2
$5K Buy
+331
New +$5K ﹤0.01% 429
2020
Q1
Sell
-3,427
Closed -$126K 532
2019
Q4
$126K Buy
3,427
+2,989
+682% +$110K 0.06% 255
2019
Q3
$13K Sell
438
-27
-6% -$801 0.01% 484
2019
Q2
$16K Buy
465
+230
+98% +$7.91K 0.01% 464
2019
Q1
$8K Sell
235
-46
-16% -$1.57K ﹤0.01% 437
2018
Q4
$6K Buy
281
+253
+904% +$5.4K ﹤0.01% 422
2018
Q3
$1K Hold
28
﹤0.01% 511
2018
Q2
$1K Sell
28
-7
-20% -$250 ﹤0.01% 498
2018
Q1
$1K Buy
+35
New +$1K ﹤0.01% 502
2015
Q3
$1.05M Hold
40,967
0.42% 91
2015
Q2
$1.15M Hold
40,967
0.37% 90
2015
Q1
$1.39M Buy
40,967
+40,682
+14,274% +$1.38M 0.34% 101
2014
Q4
$10K Buy
+285
New +$10K ﹤0.01% 431
2013
Q4
$1.57M Sell
48,908
-29
-0.1% -$930 0.13% 235
2013
Q3
$1.33M Buy
48,937
+48,482
+10,655% +$1.31M 0.1% 288
2013
Q2
$11K Buy
+455
New +$11K ﹤0.01% 823