Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Hold
0
2316
2020
Q4
Sell
-500
Closed -$39K 2039
2020
Q3
$39K Buy
+500
New +$39K ﹤0.01% 966
2019
Q3
Sell
-1,000
Closed -$100K 1769
2019
Q2
$100K Hold
1,000
0.01% 690
2019
Q1
$99K Buy
+1,000
New +$99K 0.01% 639
2018
Q3
Hold
0
1883
2018
Q2
Hold
0
1922
2018
Q1
Hold
0
2088
2017
Q4
Hold
0
2433
2017
Q1
Sell
-1,118
Closed -$90K 3053
2016
Q4
$90K Buy
1,118
+760
+212% +$61.2K ﹤0.01% 1232
2016
Q3
$28K Buy
358
+353
+7,060% +$27.6K ﹤0.01% 1702
2016
Q2
$0 Sell
5
-1,138
-100% ﹤0.01% 3074
2016
Q1
$85K Buy
+1,143
New +$85K 0.01% 1018
2015
Q4
Hold
0
3068