Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-14
Closed -$1K 953
2021
Q2
$1K Sell
14
-1,750
-99% -$125K ﹤0.01% 907
2021
Q1
$83K Hold
1,764
﹤0.01% 454
2020
Q4
$75K Buy
1,764
+14
+0.8% +$595 ﹤0.01% 465
2020
Q3
$63K Hold
1,750
﹤0.01% 454
2020
Q2
$60K Hold
1,750
﹤0.01% 461
2020
Q1
$47K Buy
+1,750
New +$47K ﹤0.01% 476
2019
Q3
$60K Sell
1,750
-750
-30% -$25.7K ﹤0.01% 488
2019
Q2
$82K Hold
2,500
﹤0.01% 351
2019
Q1
$77K Hold
2,500
﹤0.01% 352
2018
Q4
$66K Hold
2,500
﹤0.01% 361
2018
Q3
$82K Buy
2,500
+235
+10% +$7.71K ﹤0.01% 345
2018
Q2
$80K Hold
2,265
﹤0.01% 356
2018
Q1
$77K Hold
2,265
﹤0.01% 370
2017
Q4
$82K Hold
2,265
﹤0.01% 356
2017
Q3
$86K Hold
2,265
﹤0.01% 341
2017
Q2
$80K Hold
2,265
﹤0.01% 353
2017
Q1
$80K Buy
+2,265
New +$80K ﹤0.01% 346