Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Hold
0
2066
2021
Q2
Hold
0
2066
2020
Q4
Sell
-100
Closed -$7K 1745
2020
Q3
$7K Buy
+100
New +$7K ﹤0.01% 1370
2020
Q2
Sell
-1,602
Closed -$116K 1508
2020
Q1
$116K Buy
1,602
+64
+4% +$4.63K 0.01% 568
2019
Q4
$118K Buy
+1,538
New +$118K 0.01% 646
2019
Q3
Hold
0
1446
2019
Q2
Hold
0
1525
2019
Q1
Hold
0
1456
2018
Q4
Hold
0
1583
2018
Q3
Hold
0
1577
2018
Q2
Hold
0
1626
2018
Q1
Sell
-300
Closed -$17K 1752
2017
Q4
$17K Sell
300
-1,173
-80% -$66.5K ﹤0.01% 1440
2017
Q3
$85K Sell
1,473
-1,947
-57% -$112K ﹤0.01% 1059
2017
Q2
$186K Buy
3,420
+696
+26% +$37.9K 0.01% 900
2017
Q1
$148K Buy
2,724
+2,720
+68,000% +$148K 0.01% 960
2016
Q4
$0 Hold
4
﹤0.01% 2798
2016
Q3
$0 Hold
4
﹤0.01% 2696
2016
Q2
$0 Hold
4
﹤0.01% 2766
2016
Q1
$0 Hold
4
﹤0.01% 2734
2015
Q4
$0 Buy
+4
New ﹤0.01% 2842