Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-73
Closed -$1K 964
2020
Q4
$1K Buy
+73
New +$1K ﹤0.01% 870
2018
Q4
Sell
-19
Closed -$1K 851
2018
Q3
$1K Sell
19
-12
-39% -$632 ﹤0.01% 786
2018
Q2
$2K Hold
31
﹤0.01% 668
2018
Q1
$2K Sell
31
-5
-14% -$323 ﹤0.01% 773
2017
Q4
$2K Hold
36
﹤0.01% 712
2017
Q3
$2K Buy
36
+8
+29% +$444 ﹤0.01% 749
2017
Q2
$1K Hold
28
﹤0.01% 886
2017
Q1
$1K Sell
28
-4
-13% -$143 ﹤0.01% 922
2016
Q4
$2K Sell
32
-197
-86% -$12.3K ﹤0.01% 860
2016
Q3
$12K Buy
229
+60
+36% +$3.14K ﹤0.01% 465
2016
Q2
$8K Sell
169
-105
-38% -$4.97K ﹤0.01% 526
2016
Q1
$15K Sell
274
-2
-0.7% -$109 ﹤0.01% 447
2015
Q4
$13K Hold
276
﹤0.01% 450
2015
Q3
$12K Buy
276
+250
+962% +$10.9K ﹤0.01% 465
2015
Q2
$1K Hold
26
﹤0.01% 954
2015
Q1
$1K Sell
26
-2
-7% -$77 ﹤0.01% 858
2014
Q4
$2K Sell
28
-7
-20% -$500 ﹤0.01% 770
2014
Q3
$2K Sell
35
-2
-5% -$114 ﹤0.01% 740
2014
Q2
$3K Sell
37
-4
-10% -$324 ﹤0.01% 663
2014
Q1
$3K Sell
41
-162
-80% -$11.9K ﹤0.01% 715
2013
Q4
$16K Sell
203
-12
-6% -$946 ﹤0.01% 418
2013
Q3
$15K Sell
215
-23
-10% -$1.61K 0.01% 522
2013
Q2
$14K Buy
+238
New +$14K ﹤0.01% 548