Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-714
Closed -$46K 1489
2020
Q2
$46K Sell
714
-1,741
-71% -$112K ﹤0.01% 916
2020
Q1
$163K Buy
2,455
+1,637
+200% +$109K ﹤0.01% 804
2019
Q4
$65K Buy
818
+480
+142% +$38.1K ﹤0.01% 890
2019
Q3
$27K Hold
338
﹤0.01% 1035
2019
Q2
$28K Hold
338
﹤0.01% 955
2019
Q1
$27K Hold
338
﹤0.01% 955
2018
Q4
$23K Sell
338
-25
-7% -$1.7K ﹤0.01% 960
2018
Q3
$29K Buy
363
+339
+1,413% +$27.1K ﹤0.01% 943
2018
Q2
$2K Sell
24
-23
-49% -$1.92K ﹤0.01% 1205
2018
Q1
$4K Buy
+47
New +$4K ﹤0.01% 1125
2015
Q4
Sell
-800
Closed -$26K 1051
2015
Q3
$26K Hold
800
﹤0.01% 700
2015
Q2
$30K Hold
800
﹤0.01% 674
2015
Q1
$28K Hold
800
﹤0.01% 710
2014
Q4
$30K Hold
800
﹤0.01% 706
2014
Q3
$28K Hold
800
﹤0.01% 691
2014
Q2
$31K Hold
800
﹤0.01% 651
2014
Q1
$29K Hold
800
﹤0.01% 656
2013
Q4
$27K Hold
800
﹤0.01% 639
2013
Q3
$22K Buy
800
+300
+60% +$8.25K ﹤0.01% 641
2013
Q2
$14K Buy
+500
New +$14K ﹤0.01% 674