Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-603
Closed -$31K 763
2020
Q2
$31K Hold
603
﹤0.01% 485
2020
Q1
$20K Sell
603
-108
-15% -$3.58K ﹤0.01% 563
2019
Q4
$48K Sell
711
-37
-5% -$2.5K ﹤0.01% 485
2019
Q3
$45K Hold
748
﹤0.01% 500
2019
Q2
$47K Hold
748
﹤0.01% 489
2019
Q1
$45K Sell
748
-32
-4% -$1.93K ﹤0.01% 488
2018
Q4
$31K Sell
780
-108
-12% -$4.29K ﹤0.01% 536
2018
Q3
$64K Hold
888
0.01% 472
2018
Q2
$59K Buy
888
+248
+39% +$16.5K 0.01% 499
2018
Q1
$32K Buy
640
+567
+777% +$28.4K ﹤0.01% 573
2017
Q4
$3K Hold
73
﹤0.01% 898
2017
Q3
$3K Sell
73
-300
-80% -$12.3K ﹤0.01% 857
2017
Q2
$16K Hold
373
﹤0.01% 676
2017
Q1
$18K Hold
373
﹤0.01% 626
2016
Q4
$24K Buy
373
+36
+11% +$2.32K ﹤0.01% 581
2016
Q3
$18K Sell
337
-300
-47% -$16K ﹤0.01% 587
2016
Q2
$38K Hold
637
0.01% 421
2016
Q1
$34K Sell
637
-37
-5% -$1.98K ﹤0.01% 442
2015
Q4
$33K Hold
674
﹤0.01% 449
2015
Q3
$34K Hold
674
0.01% 448
2015
Q2
$45K Hold
674
0.01% 415
2015
Q1
$46K Hold
674
0.01% 406
2014
Q4
$49K Hold
674
0.01% 397
2014
Q3
$64K Hold
674
0.01% 355
2014
Q2
$66K Buy
674
+74
+12% +$7.25K 0.01% 343
2014
Q1
$50K Hold
600
0.01% 367
2013
Q4
$50K Hold
600
0.01% 354
2013
Q3
$46K Hold
600
0.01% 352
2013
Q2
$40K Buy
+600
New +$40K 0.01% 358