Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-170
Closed -$5K 2610
2021
Q3
$5K Hold
170
﹤0.01% 1856
2021
Q2
$11K Buy
+170
New +$11K ﹤0.01% 1694
2021
Q1
Sell
-860
Closed -$93K 2647
2020
Q4
$93K Buy
860
+370
+76% +$40K ﹤0.01% 815
2020
Q3
$26K Buy
+490
New +$26K ﹤0.01% 1083
2019
Q3
Hold
0
2122
2019
Q2
Hold
0
2176
2019
Q1
Hold
0
2171
2018
Q4
Hold
0
2173
2018
Q3
Hold
0
2170
2018
Q2
Hold
0
2251
2018
Q1
Sell
-104
Closed -$15K 2452
2017
Q4
$15K Buy
+104
New +$15K ﹤0.01% 1494
2017
Q3
Sell
-47
Closed -$11K 3084
2017
Q2
$11K Sell
47
-37
-44% -$8.66K ﹤0.01% 2110
2017
Q1
$22K Buy
+84
New +$22K ﹤0.01% 1842
2016
Q4
Sell
-139
Closed -$45K 3395
2016
Q3
$45K Buy
139
+93
+202% +$30.1K ﹤0.01% 1476
2016
Q2
$11K Buy
+46
New +$11K ﹤0.01% 2069
2016
Q1
Hold
0
3360
2015
Q4
Hold
0
3280