Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-11,468
Closed -$45K 1294
2020
Q2
$45K Sell
11,468
-1,980
-15% -$7.77K ﹤0.01% 972
2020
Q1
$44K Sell
13,448
-9,014
-40% -$29.5K ﹤0.01% 923
2019
Q4
$141K Buy
+22,462
New +$141K ﹤0.01% 955
2017
Q2
Sell
-2,400
Closed -$84 1536
2017
Q1
$84 Buy
+2,400
New +$84 ﹤0.01% 1011
2016
Q4
Sell
-4,200
Closed -$83K 1834
2016
Q3
$83K Sell
4,200
-300
-7% -$5.93K ﹤0.01% 957
2016
Q2
$79K Buy
4,500
+1,500
+50% +$26.3K ﹤0.01% 923
2016
Q1
$50K Buy
3,000
+1,800
+150% +$30K ﹤0.01% 1026
2015
Q4
$21K Sell
1,200
-700
-37% -$12.3K ﹤0.01% 1468
2015
Q3
$24K Buy
+1,900
New +$24K ﹤0.01% 1206