Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-80
Closed -$1K 1754
2020
Q1
$1K Buy
+80
New +$1K ﹤0.01% 2009
2019
Q3
Sell
-2,150
Closed -$72K 1448
2019
Q2
$72K Buy
2,150
+1,000
+87% +$33.5K ﹤0.01% 764
2019
Q1
$43K Hold
1,150
﹤0.01% 847
2018
Q4
$37K Buy
1,150
+971
+542% +$31.2K ﹤0.01% 854
2018
Q3
$10K Hold
179
﹤0.01% 1117
2018
Q2
$9K Sell
179
-256
-59% -$12.9K ﹤0.01% 1072
2018
Q1
$23K Buy
+435
New +$23K ﹤0.01% 910
2017
Q2
Sell
-685
Closed -$35K 904
2017
Q1
$35K Sell
685
-100
-13% -$5.11K ﹤0.01% 777
2016
Q4
$40K Buy
785
+334
+74% +$17K ﹤0.01% 751
2016
Q3
$23K Sell
451
-122
-21% -$6.22K ﹤0.01% 807
2016
Q2
$28K Sell
573
-100
-15% -$4.89K ﹤0.01% 733
2016
Q1
$37K Buy
673
+28
+4% +$1.54K ﹤0.01% 691
2015
Q4
$29K Buy
645
+1
+0.2% +$45 ﹤0.01% 716
2015
Q3
$28K Hold
644
﹤0.01% 685
2015
Q2
$33K Sell
644
-174
-21% -$8.92K ﹤0.01% 654
2015
Q1
$47K Sell
818
-16,638
-95% -$956K ﹤0.01% 638
2014
Q4
$1.06M Sell
17,456
-1,100
-6% -$66.7K 0.03% 270
2014
Q3
$1.24M Sell
18,556
-540
-3% -$36.1K 0.03% 228
2014
Q2
$1.47M Sell
19,096
-11,340
-37% -$872K 0.04% 188
2014
Q1
$2.37M Sell
30,436
-125
-0.4% -$9.72K 0.07% 143
2013
Q4
$2.45M Buy
30,561
+9,277
+44% +$745K 0.07% 141
2013
Q3
$1.51M Buy
21,284
+20,935
+5,999% +$1.49M 0.05% 179
2013
Q2
$22K Buy
+349
New +$22K ﹤0.01% 624