Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-924
Closed -$16K 2209
2020
Q1
$16K Buy
+924
New +$16K ﹤0.01% 1431
2019
Q4
Sell
-73
Closed -$1K 1607
2019
Q3
$1K Hold
73
﹤0.01% 1434
2019
Q2
$1K Sell
73
-225
-76% -$3.08K ﹤0.01% 1360
2019
Q1
$5K Hold
298
﹤0.01% 1230
2018
Q4
$5K Buy
298
+225
+308% +$3.78K ﹤0.01% 1203
2018
Q3
$2K Hold
73
﹤0.01% 1344
2018
Q2
$2K Hold
73
﹤0.01% 1208
2018
Q1
$2K Buy
+73
New +$2K ﹤0.01% 1167
2017
Q2
Sell
-251
Closed -$6K 1154
2017
Q1
$6K Sell
251
-1,000
-80% -$23.9K ﹤0.01% 1005
2016
Q4
$26K Hold
1,251
﹤0.01% 802
2016
Q3
$29K Hold
1,251
﹤0.01% 776
2016
Q2
$24K Hold
1,251
﹤0.01% 756
2016
Q1
$23K Sell
1,251
-315
-20% -$5.79K ﹤0.01% 753
2015
Q4
$27K Buy
1,566
+73
+5% +$1.26K ﹤0.01% 730
2015
Q3
$26K Hold
1,493
﹤0.01% 701
2015
Q2
$31K Sell
1,493
-356
-19% -$7.39K ﹤0.01% 669
2015
Q1
$39K Sell
1,849
-444
-19% -$9.37K ﹤0.01% 671
2014
Q4
$47K Hold
2,293
﹤0.01% 648
2014
Q3
$51K Buy
2,293
+200
+10% +$4.45K ﹤0.01% 606
2014
Q2
$48K Hold
2,093
﹤0.01% 586
2014
Q1
$55K Hold
2,093
﹤0.01% 559
2013
Q4
$56K Hold
2,093
﹤0.01% 526
2013
Q3
$49K Hold
2,093
﹤0.01% 528
2013
Q2
$44K Buy
+2,093
New +$44K ﹤0.01% 537