Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-507
Closed -$10K 1106
2020
Q2
$10K Sell
507
-39
-7% -$769 ﹤0.01% 735
2020
Q1
$12K Buy
546
+32
+6% +$703 ﹤0.01% 659
2019
Q4
$16K Sell
514
-76
-13% -$2.37K ﹤0.01% 707
2019
Q3
$18K Buy
590
+82
+16% +$2.5K 0.01% 666
2019
Q2
$18K Buy
508
+380
+297% +$13.5K 0.01% 684
2019
Q1
$6K Buy
+128
New +$6K ﹤0.01% 924
2017
Q4
Sell
-30
Closed -$960 1135
2017
Q3
$960 Buy
30
+1
+3% +$32 ﹤0.01% 1062
2017
Q2
$872 Sell
29
-1
-3% -$30 ﹤0.01% 1217
2017
Q1
$950 Hold
30
﹤0.01% 1191
2016
Q4
$936 Hold
30
﹤0.01% 1193
2016
Q3
$838 Hold
30
﹤0.01% 1236
2016
Q2
$940 Buy
30
+1
+3% +$31 ﹤0.01% 1214
2016
Q1
$876 Sell
29
-1
-3% -$30 ﹤0.01% 1216
2015
Q4
$866 Hold
30
﹤0.01% 1298
2015
Q3
$910 Hold
30
﹤0.01% 1226
2015
Q2
$1.03K Hold
30
﹤0.01% 1239
2015
Q1
$1K Sell
30
-640
-96% -$21.4K ﹤0.01% 1212
2014
Q4
$23.4K Hold
670
0.01% 695
2014
Q3
$31.6K Buy
670
+1
+0.1% +$47 0.01% 652
2014
Q2
$36.7K Buy
669
+150
+29% +$8.24K 0.01% 553
2014
Q1
$26K Hold
519
0.01% 613
2013
Q4
$25K Buy
+519
New +$25K 0.01% 637