Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11
Closed 2498
2021
Q2
$0 Buy
+11
New ﹤0.01% 2502
2021
Q1
Hold
0
2435
2020
Q4
Hold
0
2166
2020
Q3
Hold
0
2066
2020
Q2
Sell
-1,269
Closed -$55K 1902
2020
Q1
$55K Buy
+1,269
New +$55K ﹤0.01% 748
2019
Q4
Hold
0
1899
2019
Q3
Hold
0
1893
2019
Q2
Hold
0
1987
2019
Q1
Hold
0
1930
2018
Q4
Hold
0
1974
2018
Q2
Hold
0
2055
2018
Q1
Sell
-1,197
Closed -$68K 2226
2017
Q4
$68K Sell
1,197
-9,197
-88% -$522K ﹤0.01% 993
2017
Q3
$582K Buy
10,394
+10,162
+4,380% +$569K 0.02% 399
2017
Q2
$9K Sell
232
-26
-10% -$1.01K ﹤0.01% 2184
2017
Q1
$13K Sell
258
-2,645
-91% -$133K ﹤0.01% 2033
2016
Q4
$166K Buy
2,903
+1,371
+89% +$78.4K 0.01% 937
2016
Q3
$93K Buy
1,532
+1,100
+255% +$66.8K ﹤0.01% 1141
2016
Q2
$27K Sell
432
-293
-40% -$18.3K ﹤0.01% 1674
2016
Q1
$51K Sell
725
-1,094
-60% -$77K ﹤0.01% 1294
2015
Q4
$120K Buy
+1,819
New +$120K 0.01% 949