Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-156
Closed -$13K 2633
2021
Q2
$13K Sell
156
-444
-74% -$37K ﹤0.01% 1653
2021
Q1
$50K Sell
600
-200
-25% -$16.7K ﹤0.01% 1168
2020
Q4
$75K Buy
+800
New +$75K ﹤0.01% 873
2019
Q1
Hold
0
2087
2018
Q4
Hold
0
2093
2018
Q3
Sell
-5,235
Closed -$423K 2096
2018
Q2
$423K Buy
+5,235
New +$423K 0.03% 360
2017
Q4
Hold
0
2720
2017
Q3
Sell
-235
Closed -$16K 2996
2017
Q2
$16K Sell
235
-2,296
-91% -$156K ﹤0.01% 1956
2017
Q1
$188K Buy
2,531
+1,759
+228% +$131K 0.01% 865
2016
Q4
$65K Buy
772
+560
+264% +$47.2K ﹤0.01% 1390
2016
Q3
$14K Sell
212
-3
-1% -$198 ﹤0.01% 1982
2016
Q2
$12K Sell
215
-120
-36% -$6.7K ﹤0.01% 2028
2016
Q1
$17K Sell
335
-562
-63% -$28.5K ﹤0.01% 1810
2015
Q4
$41K Buy
+897
New +$41K ﹤0.01% 1514