Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-200
Closed -$10K 222
2020
Q4
$10K Buy
+200
New +$10K 0.01% 253
2018
Q4
Sell
-2,000
Closed -$66K 221
2018
Q3
$66K Hold
2,000
0.03% 190
2018
Q2
$73K Sell
2,000
-48,201
-96% -$1.76M 0.03% 195
2018
Q1
$1.99M Sell
50,201
-42,519
-46% -$1.68M 1.06% 32
2017
Q4
$3.5M Buy
92,720
+37,500
+68% +$1.42M 1.23% 38
2017
Q3
$2.12M Buy
+55,220
New +$2.12M 0.77% 51