Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,224
Closed -$31K 1695
2019
Q4
$31K Buy
1,224
+612
+100% +$15.5K 0.01% 470
2019
Q3
$15K Hold
612
0.01% 546
2019
Q2
$15K Sell
612
-324
-35% -$7.94K 0.01% 528
2019
Q1
$20K Hold
936
0.01% 492
2018
Q4
$19K Hold
936
0.01% 480
2018
Q3
$20K Buy
936
+324
+53% +$6.92K 0.01% 498
2018
Q2
$13K Hold
612
0.01% 595
2018
Q1
$13K Hold
612
0.01% 568
2017
Q4
$15K Hold
612
0.01% 553
2017
Q3
$14K Hold
612
0.01% 531
2017
Q2
$13K Hold
612
0.01% 546
2017
Q1
$12K Hold
612
0.01% 548
2016
Q4
$11K Hold
612
0.01% 609
2016
Q3
$12K Hold
612
0.01% 541
2016
Q2
$11K Hold
612
0.01% 554
2016
Q1
$11K Hold
612
0.01% 561
2015
Q4
$11K Buy
612
+235
+62% +$4.22K 0.01% 564
2015
Q3
$0 Buy
+377
New ﹤0.01% 1007