Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-407
Closed -$63K 168
2021
Q3
$63K Buy
407
+107
+36% +$16.6K 0.02% 175
2021
Q2
$61K Sell
300
-25
-8% -$5.08K 0.02% 153
2021
Q1
$71K Buy
325
+25
+8% +$5.46K 0.02% 140
2020
Q4
$65K Hold
300
0.02% 132
2020
Q3
$38K Hold
300
0.02% 156
2020
Q2
$36K Hold
300
0.02% 157
2020
Q1
$30K Hold
300
0.01% 158
2019
Q4
$38K Hold
300
0.01% 166
2019
Q3
$31K Hold
300
0.01% 171
2019
Q2
$35K Hold
300
0.01% 163
2019
Q1
$49K Hold
300
0.01% 144
2018
Q4
$48K Hold
300
0.02% 128
2018
Q3
$69K Hold
300
0.03% 101
2018
Q2
$73K Hold
300
0.03% 96
2018
Q1
$67K Hold
300
0.03% 94
2017
Q4
$70K Hold
300
0.02% 99
2017
Q3
$74K Hold
300
0.03% 88
2017
Q2
$54K Hold
300
0.02% 118
2017
Q1
$52K Hold
300
0.02% 117
2016
Q4
$49K Hold
300
0.02% 111
2016
Q3
$54K Hold
300
0.02% 105
2016
Q2
$50K Hold
300
0.02% 112
2016
Q1
$57K Hold
300
0.02% 105
2015
Q4
$57K Sell
300
-85
-22% -$16.2K 0.03% 87
2015
Q3
$64K Buy
385
+85
+28% +$14.1K 0.03% 81
2015
Q2
$60K Hold
300
0.04% 82
2015
Q1
$63K Buy
+300
New +$63K 0.05% 81