Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-43
Closed -$2K 1048
2021
Q2
$2K Hold
43
﹤0.01% 864
2021
Q1
$2K Hold
43
﹤0.01% 894
2020
Q4
$2K Buy
+43
New +$2K ﹤0.01% 932
2019
Q1
Sell
-1,875
Closed -$54K 739
2018
Q4
$54K Hold
1,875
﹤0.01% 404
2018
Q3
$72K Sell
1,875
-375
-17% -$14.4K ﹤0.01% 379
2018
Q2
$103K Buy
2,250
+250
+13% +$11.4K ﹤0.01% 322
2018
Q1
$98K Hold
2,000
﹤0.01% 321
2017
Q4
$83K Hold
2,000
﹤0.01% 353
2017
Q3
$84K Hold
2,000
﹤0.01% 345
2017
Q2
$86K Hold
2,000
﹤0.01% 338
2017
Q1
$66K Hold
2,000
﹤0.01% 392
2016
Q4
$67K Hold
2,000
﹤0.01% 375
2016
Q3
$60K Sell
2,000
-123
-6% -$3.69K ﹤0.01% 408
2016
Q2
$59K Buy
2,123
+123
+6% +$3.42K ﹤0.01% 404
2016
Q1
$69K Sell
2,000
-438
-18% -$15.1K ﹤0.01% 369
2015
Q4
$84K Buy
2,438
+1
+0% +$34 ﹤0.01% 332
2015
Q3
$78K Hold
2,437
﹤0.01% 334
2015
Q2
$71K Buy
2,437
+268
+12% +$7.81K ﹤0.01% 367
2015
Q1
$59K Buy
+2,169
New +$59K ﹤0.01% 410