Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-650
Closed -$33K 2195
2021
Q2
$33K Hold
650
﹤0.01% 1374
2021
Q1
$30K Buy
+650
New +$30K ﹤0.01% 1331
2017
Q4
Hold
0
2218
2017
Q3
Hold
0
2549
2017
Q2
Sell
-3,749
Closed -$131K 2838
2017
Q1
$131K Buy
3,749
+1,668
+80% +$58.3K 0.01% 1015
2016
Q4
$71K Buy
2,081
+1,381
+197% +$47.1K ﹤0.01% 1342
2016
Q3
$23K Buy
700
+400
+133% +$13.1K ﹤0.01% 1771
2016
Q2
$8K Hold
300
﹤0.01% 2219
2016
Q1
$8K Buy
300
+38
+15% +$1.01K ﹤0.01% 2168
2015
Q4
$7K Buy
+262
New +$7K ﹤0.01% 2349