Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,828
Closed -$39K 969
2020
Q1
$39K Buy
+7,828
New +$39K ﹤0.01% 837
2019
Q4
Sell
-3,601
Closed -$55K 999
2019
Q3
$55K Hold
3,601
0.01% 935
2019
Q2
$74K Hold
3,601
0.01% 923
2019
Q1
$91K Hold
3,601
0.01% 863
2018
Q4
$62K Buy
3,601
+46
+1% +$792 0.01% 783
2018
Q3
$177K Buy
3,555
+159
+5% +$7.92K 0.02% 793
2018
Q2
$178K Buy
3,396
+576
+20% +$30.2K 0.02% 757
2018
Q1
$128K Buy
+2,820
New +$128K 0.02% 737
2017
Q4
Sell
-2,543
Closed -$87K 867
2017
Q3
$87K Buy
+2,543
New +$87K 0.01% 783
2016
Q4
Sell
-1,250
Closed -$17K 830
2016
Q3
$17K Buy
1,250
+417
+50% +$5.67K ﹤0.01% 818
2016
Q2
$18K Hold
833
﹤0.01% 766
2016
Q1
$12K Hold
833
﹤0.01% 743
2015
Q4
$14K Hold
833
﹤0.01% 726
2015
Q3
$15K Hold
833
﹤0.01% 703
2015
Q2
$31K Hold
833
0.01% 702
2015
Q1
$25K Buy
+833
New +$25K ﹤0.01% 718