Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-372
Closed -$3K 967
2020
Q3
$3K Sell
372
-49
-12% -$395 ﹤0.01% 884
2020
Q2
$3K Sell
421
-104
-20% -$741 ﹤0.01% 798
2020
Q1
$3K Hold
525
﹤0.01% 757
2019
Q4
$5K Hold
525
﹤0.01% 794
2019
Q3
$4K Buy
525
+104
+25% +$792 ﹤0.01% 807
2019
Q2
$3K Hold
421
﹤0.01% 777
2019
Q1
$3K Hold
421
﹤0.01% 810
2018
Q4
$2K Sell
421
-471
-53% -$2.24K ﹤0.01% 418
2018
Q3
$9K Hold
892
﹤0.01% 571
2018
Q2
$9K Sell
892
-256
-22% -$2.58K 0.01% 333
2018
Q1
$14K Sell
1,148
-4,295
-79% -$52.4K ﹤0.01% 382
2017
Q4
$74K Buy
5,443
+239
+5% +$3.25K 0.01% 285
2017
Q3
$65K Buy
+5,204
New +$65K 0.01% 512
2017
Q1
Sell
-892
Closed -$10K 763
2016
Q4
$10K Hold
892
﹤0.01% 508
2016
Q3
$9K Buy
892
+471
+112% +$4.75K ﹤0.01% 507
2016
Q2
$4K Sell
421
-471
-53% -$4.48K ﹤0.01% 601
2016
Q1
$8K Hold
892
﹤0.01% 560
2015
Q4
$7K Hold
892
﹤0.01% 545
2015
Q3
$8K Buy
+892
New +$8K ﹤0.01% 515
2015
Q2
Sell
-892
Closed -$9K 428
2015
Q1
$9K Buy
+892
New +$9K ﹤0.01% 539