Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-68
Closed -$1K 400
2020
Q1
$1K Hold
68
﹤0.01% 397
2019
Q4
$1K Buy
+68
New +$1K ﹤0.01% 397
2019
Q2
Sell
-1,960
Closed -$23K 378
2019
Q1
$23K Sell
1,960
-1,758
-47% -$20.6K ﹤0.01% 302
2018
Q4
$56K Hold
3,718
0.01% 220
2018
Q3
$79K Buy
3,718
+100
+3% +$2.13K 0.02% 218
2018
Q2
$67K Hold
3,618
0.01% 231
2018
Q1
$59K Buy
3,618
+3,415
+1,682% +$55.7K 0.01% 232
2017
Q4
$3K Hold
203
﹤0.01% 361
2017
Q3
$4K Hold
203
﹤0.01% 378
2017
Q2
$5K Hold
203
﹤0.01% 342
2017
Q1
$5K Hold
203
﹤0.01% 333
2016
Q4
$5K Hold
203
﹤0.01% 341
2016
Q3
$6K Hold
203
﹤0.01% 337
2016
Q2
$6K Sell
203
-347
-63% -$10.3K ﹤0.01% 432
2016
Q1
$18K Sell
550
-14
-2% -$458 0.01% 329
2015
Q4
$14K Buy
564
+514
+1,028% +$12.8K ﹤0.01% 394
2015
Q3
$1K Sell
50
-88
-64% -$1.76K ﹤0.01% 491
2015
Q2
$4K Sell
138
-26
-16% -$754 ﹤0.01% 472
2015
Q1
$6K Hold
164
﹤0.01% 458
2014
Q4
$6K Buy
164
+84
+105% +$3.07K ﹤0.01% 411
2014
Q3
$3K Hold
80
﹤0.01% 451
2014
Q2
$3K Hold
80
﹤0.01% 470
2014
Q1
$3K Hold
80
﹤0.01% 463
2013
Q4
$3K Buy
80
+4
+5% +$150 ﹤0.01% 489
2013
Q3
$2K Buy
+76
New +$2K ﹤0.01% 453