Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,254
Closed -$34K 1487
2020
Q2
$34K Buy
2,254
+970
+76% +$14.6K ﹤0.01% 988
2020
Q1
$25K Sell
1,284
-1,023
-44% -$19.9K ﹤0.01% 1289
2019
Q4
$85K Hold
2,307
﹤0.01% 839
2019
Q3
$69K Hold
2,307
﹤0.01% 832
2019
Q2
$82K Sell
2,307
-277
-11% -$9.85K ﹤0.01% 735
2019
Q1
$83K Sell
2,584
-2,447
-49% -$78.6K ﹤0.01% 722
2018
Q4
$99K Sell
5,031
-1,843
-27% -$36.3K ﹤0.01% 679
2018
Q3
$184K Sell
6,874
-39
-0.6% -$1.04K ﹤0.01% 605
2018
Q2
$166K Sell
6,913
-2,670
-28% -$64.1K ﹤0.01% 602
2018
Q1
$275K Buy
+9,583
New +$275K ﹤0.01% 513
2017
Q2
Sell
-556
Closed -$17K 1132
2017
Q1
$17K Buy
556
+510
+1,109% +$15.6K ﹤0.01% 888
2016
Q4
$1K Buy
+46
New +$1K ﹤0.01% 1047
2016
Q2
Sell
-759
Closed -$23K 1056
2016
Q1
$23K Buy
759
+57
+8% +$1.73K ﹤0.01% 752
2015
Q4
$20K Buy
+702
New +$20K ﹤0.01% 769
2015
Q1
Sell
-61
Closed -$2K 1082
2014
Q4
$2K Buy
+61
New +$2K ﹤0.01% 1006