Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,890
Closed -$43K 1208
2020
Q2
$43K Sell
1,890
-403
-18% -$9.17K ﹤0.01% 1054
2020
Q1
$53K Sell
2,293
-5,404
-70% -$125K ﹤0.01% 1000
2019
Q4
$172K Sell
7,697
-8,743
-53% -$195K ﹤0.01% 975
2019
Q3
$339K Sell
16,440
-6,464
-28% -$133K ﹤0.01% 940
2019
Q2
$367K Sell
22,904
-66
-0.3% -$1.06K ﹤0.01% 941
2019
Q1
$393K Buy
22,970
+20,911
+1,016% +$358K ﹤0.01% 937
2018
Q4
$26K Buy
+2,059
New +$26K ﹤0.01% 1069
2017
Q4
Sell
-616
Closed -$11K 1286
2017
Q3
$11K Buy
+616
New +$11K ﹤0.01% 1156
2015
Q3
Sell
-107,000
Closed -$1.96M 1236
2015
Q2
$1.96M Sell
107,000
-23,200
-18% -$424K 0.01% 941
2015
Q1
$2.3M Buy
+130,200
New +$2.3M 0.01% 917