Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-350
Closed -$7K 2730
2021
Q2
$7K Buy
350
+150
+75% +$3K ﹤0.01% 1801
2021
Q1
$3K Buy
+200
New +$3K ﹤0.01% 1853
2019
Q4
Hold
0
2142
2019
Q3
Hold
0
2146
2019
Q2
Sell
-400
Closed -$7K 2198
2019
Q1
$7K Sell
400
-400
-50% -$7K ﹤0.01% 1250
2018
Q4
$13K Buy
+800
New +$13K ﹤0.01% 1203
2018
Q3
Sell
-200
Closed -$3K 2187
2018
Q2
$3K Buy
+200
New +$3K ﹤0.01% 1512
2018
Q1
Sell
-1,600
Closed -$30K 2479
2017
Q4
$30K Buy
+1,600
New +$30K ﹤0.01% 1278
2017
Q3
Sell
-230
Closed -$3K 3108
2017
Q2
$3K Buy
230
+36
+19% +$470 ﹤0.01% 2538
2017
Q1
$3K Sell
194
-1,000
-84% -$15.5K ﹤0.01% 2535
2016
Q4
$19K Buy
1,194
+600
+101% +$9.55K ﹤0.01% 1938
2016
Q3
$9K Hold
594
﹤0.01% 2180
2016
Q2
$9K Hold
594
﹤0.01% 2183
2016
Q1
$9K Buy
594
+160
+37% +$2.42K ﹤0.01% 2116
2015
Q4
$6K Buy
+434
New +$6K ﹤0.01% 2431