Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-499
Closed -$1K 713
2020
Q2
$1K Sell
499
-228
-31% -$457 ﹤0.01% 1461
2020
Q1
$2K Buy
727
+228
+46% +$627 ﹤0.01% 1897
2019
Q4
$2K Hold
499
﹤0.01% 1404
2019
Q3
$2K Buy
+499
New +$2K ﹤0.01% 1372
2019
Q2
Sell
-182
Closed -$1K 1370
2019
Q1
$1K Buy
+182
New +$1K ﹤0.01% 1373
2015
Q3
Sell
-680
Closed -$4K 965
2015
Q2
$4K Sell
680
-12
-2% -$71 ﹤0.01% 908
2015
Q1
$4K Hold
692
﹤0.01% 943
2014
Q4
$4K Hold
692
﹤0.01% 951
2014
Q3
$4K Sell
692
-12
-2% -$69 ﹤0.01% 904
2014
Q2
$4K Hold
704
﹤0.01% 860
2014
Q1
$4K Sell
704
-1,464
-68% -$8.32K ﹤0.01% 884
2013
Q4
$14K Hold
2,168
﹤0.01% 703
2013
Q3
$12K Buy
2,168
+13
+0.6% +$72 ﹤0.01% 705
2013
Q2
$9K Buy
+2,155
New +$9K ﹤0.01% 719