Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Hold
0
2282
2021
Q3
Sell
-320
Closed -$10K 2365
2021
Q2
$10K Sell
320
-1,580
-83% -$49.4K ﹤0.01% 1716
2021
Q1
$57K Buy
1,900
+1,700
+850% +$51K ﹤0.01% 1103
2020
Q4
$5K Buy
+200
New +$5K ﹤0.01% 1561
2020
Q3
Hold
0
1923
2020
Q2
Hold
0
1793
2020
Q1
Hold
0
1693
2019
Q4
Sell
-180
Closed -$4K 1761
2019
Q3
$4K Buy
+180
New +$4K ﹤0.01% 1314
2019
Q1
Sell
-2,100
Closed -$55K 1790
2018
Q4
$55K Buy
+2,100
New +$55K 0.01% 801
2018
Q3
Sell
-2,709
Closed -$79K 1862
2018
Q2
$79K Buy
+2,709
New +$79K 0.01% 780
2018
Q1
Sell
-9
Closed 2068
2017
Q4
$0 Buy
+9
New ﹤0.01% 2407
2017
Q3
Sell
-559
Closed -$15K 2719
2017
Q2
$15K Buy
559
+530
+1,828% +$14.2K ﹤0.01% 1984
2017
Q1
$0 Hold
29
﹤0.01% 3038
2016
Q4
$0 Hold
29
﹤0.01% 3090
2016
Q3
$0 Sell
29
-171
-86% ﹤0.01% 3020
2016
Q2
$5K Buy
+200
New +$5K ﹤0.01% 2406
2016
Q1
Hold
0
3034
2015
Q4
Hold
0
3056