Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Hold
0
5437
2021
Q2
Hold
0
5244
2021
Q1
Hold
0
5061
2020
Q4
Hold
0
4818
2020
Q3
Hold
0
4611
2020
Q2
Hold
0
4373
2020
Q1
Hold
0
4225
2018
Q2
Sell
-135
Closed -$5K 4215
2018
Q1
$5K Hold
135
﹤0.01% 3226
2017
Q4
$5K Sell
135
-3
-2% -$111 ﹤0.01% 3225
2017
Q3
$5K Sell
138
-11
-7% -$399 ﹤0.01% 3417
2017
Q2
$5K Buy
149
+3
+2% +$101 ﹤0.01% 3427
2017
Q1
$5K Sell
146
-1,102
-88% -$37.7K ﹤0.01% 3328
2016
Q4
$43K Sell
1,248
-54
-4% -$1.86K ﹤0.01% 1979
2016
Q3
$52K Sell
1,302
-61
-4% -$2.44K ﹤0.01% 1785
2016
Q2
$67K Buy
+1,363
New +$67K ﹤0.01% 1577
2016
Q1
Sell
-275
Closed -$14K 4010
2015
Q4
$14K Buy
+275
New +$14K ﹤0.01% 2396