Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-600
Closed -$20K 2999
2021
Q1
$20K Sell
600
-900
-60% -$30K ﹤0.01% 1477
2020
Q4
$38K Buy
1,500
+1,400
+1,400% +$35.5K ﹤0.01% 1087
2020
Q3
$1K Sell
100
-2,524
-96% -$25.2K ﹤0.01% 1642
2020
Q2
$60K Buy
2,624
+724
+38% +$16.6K ﹤0.01% 788
2020
Q1
$43K Buy
+1,900
New +$43K ﹤0.01% 805
2019
Q4
Hold
0
2374
2019
Q3
Hold
0
2379
2019
Q2
Hold
0
2424
2019
Q1
Hold
0
2441
2018
Q4
Sell
-1,365
Closed -$20K 2389
2018
Q3
$20K Buy
1,365
+600
+78% +$8.79K ﹤0.01% 1174
2018
Q2
$11K Buy
765
+500
+189% +$7.19K ﹤0.01% 1286
2018
Q1
$3K Sell
265
-1,850
-87% -$20.9K ﹤0.01% 1644
2017
Q4
$35K Sell
2,115
-3,713
-64% -$61.4K ﹤0.01% 1222
2017
Q3
$99K Buy
5,828
+2,600
+81% +$44.2K ﹤0.01% 1012
2017
Q2
$61K Buy
+3,228
New +$61K ﹤0.01% 1393
2017
Q1
Sell
-152
Closed -$3K 3578
2016
Q4
$3K Sell
152
-300
-66% -$5.92K ﹤0.01% 2618
2016
Q3
$10K Hold
452
﹤0.01% 2148
2016
Q2
$9K Buy
+452
New +$9K ﹤0.01% 2193
2016
Q1
Hold
0
3583
2015
Q4
Hold
0
3422