Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-65
Closed -$1K 1974
2020
Q1
$1K Sell
65
-769
-92% -$11.8K ﹤0.01% 2040
2019
Q4
$9K Buy
834
+100
+14% +$1.08K ﹤0.01% 1228
2019
Q3
$7K Sell
734
-766
-51% -$7.31K ﹤0.01% 1240
2019
Q2
$35K Hold
1,500
﹤0.01% 906
2019
Q1
$27K Sell
1,500
-1,067
-42% -$19.2K ﹤0.01% 954
2018
Q4
$60K Sell
2,567
-274
-10% -$6.4K ﹤0.01% 748
2018
Q3
$131K Sell
2,841
-2
-0.1% -$92 ﹤0.01% 666
2018
Q2
$122K Hold
2,843
﹤0.01% 651
2018
Q1
$125K Buy
+2,843
New +$125K ﹤0.01% 640
2017
Q2
Sell
-1,050
Closed -$70K 1018
2017
Q1
$70K Buy
1,050
+6
+0.6% +$400 ﹤0.01% 683
2016
Q4
$63K Buy
1,044
+6
+0.6% +$362 ﹤0.01% 689
2016
Q3
$63K Sell
1,038
-6,317
-86% -$383K ﹤0.01% 672
2016
Q2
$469K Sell
7,355
-58
-0.8% -$3.7K 0.01% 342
2016
Q1
$443K Buy
7,413
+3,415
+85% +$204K 0.01% 347
2015
Q4
$210K Buy
3,998
+2,724
+214% +$143K 0.01% 437
2015
Q3
$68K Buy
1,274
+6
+0.5% +$320 ﹤0.01% 569
2015
Q2
$63K Sell
1,268
-94
-7% -$4.67K ﹤0.01% 579
2015
Q1
$73K Buy
1,362
+6
+0.4% +$322 ﹤0.01% 585
2014
Q4
$73K Buy
1,356
+6
+0.4% +$323 ﹤0.01% 573
2014
Q3
$61K Buy
1,350
+507
+60% +$22.9K ﹤0.01% 577
2014
Q2
$41K Buy
843
+169
+25% +$8.22K ﹤0.01% 607
2014
Q1
$29K Buy
674
+7
+1% +$301 ﹤0.01% 653
2013
Q4
$26K Sell
667
-992
-60% -$38.7K ﹤0.01% 640
2013
Q3
$68K Buy
1,659
+6
+0.4% +$246 ﹤0.01% 480
2013
Q2
$76K Buy
+1,653
New +$76K ﹤0.01% 465