Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-300
Closed -$9K 2348
2021
Q1
$9K Buy
+300
New +$9K ﹤0.01% 1642
2020
Q4
Sell
-700
Closed -$13K 1987
2020
Q3
$13K Sell
700
-500
-42% -$9.29K ﹤0.01% 1247
2020
Q2
$18K Buy
+1,200
New +$18K ﹤0.01% 1112
2019
Q4
Sell
-400
Closed -$14K 1724
2019
Q3
$14K Buy
+400
New +$14K ﹤0.01% 1127
2019
Q2
Hold
0
1807
2018
Q4
Sell
-2,092
Closed -$63K 1822
2018
Q3
$63K Buy
+2,092
New +$63K ﹤0.01% 866
2018
Q2
Sell
-1,842
Closed -$53K 1885
2018
Q1
$53K Buy
+1,842
New +$53K ﹤0.01% 933
2017
Q3
Sell
-280
Closed -$8K 2690
2017
Q2
$8K Sell
280
-300
-52% -$8.57K ﹤0.01% 2217
2017
Q1
$15K Buy
+580
New +$15K ﹤0.01% 1984
2016
Q4
Hold
0
3068
2016
Q3
Hold
0
2987
2016
Q2
Sell
-1,815
Closed -$55K 3026
2016
Q1
$55K Sell
1,815
-3,730
-67% -$113K ﹤0.01% 1247
2015
Q4
$157K Buy
+5,545
New +$157K 0.01% 813