Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$93K Sell
851
-69
-8% -$7.54K 0.02% 457
2020
Q3
$75K Sell
920
-39
-4% -$3.18K 0.02% 398
2020
Q2
$54K Sell
959
-1
-0.1% -$56 0.01% 452
2020
Q1
$46K Buy
960
+104
+12% +$4.98K 0.02% 440
2019
Q4
$50K Hold
856
0.01% 506
2019
Q3
$40K Hold
856
0.01% 542
2019
Q2
$34K Sell
856
-100
-10% -$3.97K 0.01% 589
2019
Q1
$40K Buy
956
+100
+12% +$4.18K 0.01% 544
2018
Q4
$32K Hold
856
0.01% 547
2018
Q3
$38K Hold
856
0.01% 537
2018
Q2
$32K Hold
856
0.01% 589
2018
Q1
$37.4K Hold
856
0.01% 539
2017
Q4
$33.9K Buy
856
+302
+55% +$12K 0.01% 563
2017
Q3
$20.8K Hold
554
0.01% 649
2017
Q2
$19.4K Sell
554
-240
-30% -$8.39K 0.01% 754
2017
Q1
$26.1K Hold
794
0.01% 680
2016
Q4
$22.8K Sell
794
-278
-26% -$7.99K 0.01% 696
2016
Q3
$32.8K Hold
1,072
0.01% 637
2016
Q2
$28.1K Hold
1,072
0.01% 629
2016
Q1
$28.1K Hold
1,072
0.01% 623
2015
Q4
$24.4K Hold
1,072
0.01% 698
2015
Q3
$22.2K Hold
1,072
0.01% 694
2015
Q2
$24.3K Buy
1,072
+154
+17% +$3.5K 0.01% 715
2015
Q1
$21.5K Hold
918
0.01% 717
2014
Q4
$20.5K Buy
918
+294
+47% +$6.57K 0.01% 722
2014
Q3
$12.6K Buy
624
+479
+330% +$9.64K ﹤0.01% 844
2014
Q2
$3.1K Hold
145
﹤0.01% 1131
2014
Q1
$2.9K Hold
145
﹤0.01% 1125
2013
Q4
$3K Buy
+145
New +$3K ﹤0.01% 1243