Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-676
Closed -$3K 511
2020
Q3
$3K Buy
676
+8
+1% +$36 ﹤0.01% 480
2020
Q2
$3K Buy
668
+7
+1% +$31 ﹤0.01% 433
2020
Q1
$3K Hold
661
﹤0.01% 413
2019
Q4
$5K Sell
661
-247
-27% -$1.87K ﹤0.01% 416
2019
Q3
$6K Sell
908
-23
-2% -$152 ﹤0.01% 568
2019
Q2
$6K Sell
931
-1,118
-55% -$7.21K ﹤0.01% 566
2019
Q1
$14K Sell
2,049
-1,201
-37% -$8.21K ﹤0.01% 561
2018
Q4
$19K Buy
3,250
+15
+0.5% +$88 ﹤0.01% 563
2018
Q3
$19K Buy
3,235
+37
+1% +$217 ﹤0.01% 591
2018
Q2
$18K Buy
3,198
+2,980
+1,367% +$16.8K ﹤0.01% 599
2018
Q1
$715 Sell
218
-2,357
-92% -$7.73K 0.01% 367
2017
Q4
$15K Sell
2,575
-6,103
-70% -$35.6K ﹤0.01% 459
2017
Q3
$51K Buy
8,678
+8
+0.1% +$47 0.01% 451
2017
Q2
$50K Buy
8,670
+8,640
+28,800% +$49.8K 0.01% 446
2017
Q1
$85 Hold
30
﹤0.01% 422
2016
Q4
$83 Buy
+30
New +$83 ﹤0.01% 383