Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,750
Closed -$31K 3290
2021
Q2
$31K Hold
1,750
﹤0.01% 3284
2021
Q1
$43K Sell
1,750
-3,167
-64% -$77.8K ﹤0.01% 3188
2020
Q4
$157K Sell
4,917
-966
-16% -$30.8K ﹤0.01% 3037
2020
Q3
$88K Sell
5,883
-1,284
-18% -$19.2K ﹤0.01% 3081
2020
Q2
$77K Buy
7,167
+317
+5% +$3.41K ﹤0.01% 3115
2020
Q1
$48K Sell
6,850
-500
-7% -$3.5K ﹤0.01% 3048
2019
Q4
$110K Hold
7,350
﹤0.01% 3019
2019
Q3
$121K Buy
7,350
+1,133
+18% +$18.7K ﹤0.01% 3038
2019
Q2
$201K Buy
6,217
+2,200
+55% +$71.1K ﹤0.01% 2962
2019
Q1
$135K Buy
4,017
+1,700
+73% +$57.1K ﹤0.01% 2978
2018
Q4
$50K Buy
+2,317
New +$50K ﹤0.01% 3050
2018
Q1
Sell
-2,350
Closed -$62K 3022
2017
Q4
$62K Sell
2,350
-767
-25% -$20.2K ﹤0.01% 2979
2017
Q3
$92K Sell
3,117
-700
-18% -$20.7K ﹤0.01% 3038
2017
Q2
$116K Buy
+3,817
New +$116K ﹤0.01% 3064