Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-200
Closed -$5K 3611
2020
Q4
$5K Hold
200
﹤0.01% 2755
2020
Q3
$4K Buy
+200
New +$4K ﹤0.01% 2902
2020
Q2
Sell
-276
Closed -$7K 3093
2020
Q1
$7K Buy
276
+79
+40% +$2K ﹤0.01% 2393
2019
Q4
$4K Buy
197
+1
+0.5% +$20 ﹤0.01% 2718
2019
Q3
$3K Hold
196
﹤0.01% 2597
2019
Q2
$3K Buy
+196
New +$3K ﹤0.01% 2595
2019
Q1
Sell
-194
Closed -$2K 2774
2018
Q4
$2K Buy
194
+2
+1% +$21 ﹤0.01% 2356
2018
Q3
$3K Buy
192
+1
+0.5% +$16 ﹤0.01% 2263
2018
Q2
$3K Hold
191
﹤0.01% 2230
2018
Q1
$3K Sell
191
-98
-34% -$1.54K ﹤0.01% 2340
2017
Q4
$5K Hold
289
﹤0.01% 2142
2017
Q3
$5K Buy
289
+1
+0.3% +$17 ﹤0.01% 1927
2017
Q2
$5K Sell
288
-116
-29% -$2.01K ﹤0.01% 1854
2017
Q1
$8K Buy
+404
New +$8K ﹤0.01% 1573