Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,366
Closed -$27K 383
2020
Q2
$27K Buy
+2,366
New +$27K ﹤0.01% 278
2016
Q3
Sell
-8,864
Closed -$197K 161
2016
Q2
$197K Hold
8,864
0.01% 176
2016
Q1
$204K Hold
8,864
0.01% 174
2015
Q4
$210K Hold
8,864
0.01% 174
2015
Q3
$206K Hold
8,864
0.01% 168
2015
Q2
$237K Hold
8,864
0.01% 154
2015
Q1
$275K Hold
8,864
0.02% 146
2014
Q4
$336K Hold
8,864
0.02% 133
2014
Q3
$343K Hold
8,864
0.02% 132
2014
Q2
$317K Hold
8,864
0.02% 121
2014
Q1
$274K Hold
8,864
0.02% 143
2013
Q4
$226K Hold
8,864
0.01% 160
2013
Q3
$173K Hold
8,864
0.01% 164
2013
Q2
$167K Buy
+8,864
New +$167K 0.01% 158