Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-95
Closed -$4K 2449
2021
Q2
$4K Sell
95
-635
-87% -$26.7K ﹤0.01% 1890
2021
Q1
$31K Buy
+730
New +$31K ﹤0.01% 1320
2020
Q4
Sell
-100
Closed -$3K 2125
2020
Q3
$3K Sell
100
-1,335
-93% -$40.1K ﹤0.01% 1515
2020
Q2
$41K Sell
1,435
-1,000
-41% -$28.6K ﹤0.01% 903
2020
Q1
$57K Buy
+2,435
New +$57K ﹤0.01% 740
2019
Q4
Sell
-840
Closed -$29K 1859
2019
Q3
$29K Buy
840
+740
+740% +$25.5K ﹤0.01% 962
2019
Q2
$3K Buy
+100
New +$3K ﹤0.01% 1426
2018
Q4
Sell
-1,000
Closed -$48K 1940
2018
Q3
$48K Buy
+1,000
New +$48K ﹤0.01% 943
2018
Q2
Hold
0
2004
2018
Q1
Sell
-660
Closed -$34K 2167
2017
Q4
$34K Sell
660
-14,719
-96% -$758K ﹤0.01% 1229
2017
Q3
$695K Buy
15,379
+14,972
+3,679% +$677K 0.03% 342
2017
Q2
$18K Sell
407
-6,110
-94% -$270K ﹤0.01% 1906
2017
Q1
$299K Sell
6,517
-9,100
-58% -$418K 0.01% 655
2016
Q4
$641K Buy
15,617
+10,974
+236% +$450K 0.02% 396
2016
Q3
$168K Sell
4,643
-7,961
-63% -$288K 0.01% 859
2016
Q2
$375K Buy
12,604
+10,677
+554% +$318K 0.02% 473
2016
Q1
$74K Buy
1,927
+1,201
+165% +$46.1K ﹤0.01% 1084
2015
Q4
$32K Buy
+726
New +$32K ﹤0.01% 1626