Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,737
Closed -$50K 5540
2021
Q2
$50K Hold
2,737
﹤0.01% 4157
2021
Q1
$33K Hold
2,737
﹤0.01% 4291
2020
Q4
$17K Sell
2,737
-3,389
-55% -$21.1K ﹤0.01% 4712
2020
Q3
$9K Sell
6,126
-3,389
-36% -$4.98K ﹤0.01% 4402
2020
Q2
$14K Hold
9,515
﹤0.01% 4482
2020
Q1
$8K Hold
9,515
﹤0.01% 4701
2019
Q4
$15K Sell
9,515
-239
-2% -$377 ﹤0.01% 4599
2019
Q3
$16K Hold
9,754
﹤0.01% 4388
2019
Q2
$16K Hold
9,754
﹤0.01% 4650
2019
Q1
$17K Sell
9,754
-1,323
-12% -$2.31K ﹤0.01% 4588
2018
Q4
$27K Hold
11,077
﹤0.01% 4289
2018
Q3
$22K Sell
11,077
-8,174
-42% -$16.2K ﹤0.01% 4481
2018
Q2
$72K Buy
19,251
+2,647
+16% +$9.9K ﹤0.01% 3647
2018
Q1
$53K Sell
16,604
-2,001
-11% -$6.39K ﹤0.01% 3721
2017
Q4
$51K Sell
18,605
-1,261
-6% -$3.46K ﹤0.01% 3800
2017
Q3
$38K Buy
19,866
+2,964
+18% +$5.67K ﹤0.01% 3771
2017
Q2
$37K Sell
16,902
-2,491
-13% -$5.45K ﹤0.01% 3727
2017
Q1
$60K Buy
19,393
+444
+2% +$1.37K ﹤0.01% 3591
2016
Q4
$59K Buy
18,949
+11,594
+158% +$36.1K ﹤0.01% 4091
2016
Q3
$25K Buy
7,355
+3,536
+93% +$12K ﹤0.01% 4078
2016
Q2
$18K Buy
+3,819
New +$18K ﹤0.01% 4247