Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,122
Closed -$16K 1586
2021
Q3
$16K Sell
1,122
-533
-32% -$7.6K ﹤0.01% 1495
2021
Q2
$29K Hold
1,655
﹤0.01% 1329
2021
Q1
$41K Buy
+1,655
New +$41K ﹤0.01% 1170
2020
Q4
Sell
-478
Closed -$7K 1993
2020
Q3
$7K Buy
478
+126
+36% +$1.85K ﹤0.01% 1471
2020
Q2
$4K Hold
352
﹤0.01% 1580
2020
Q1
$2K Sell
352
-203
-37% -$1.15K ﹤0.01% 2076
2019
Q4
$8K Sell
555
-39
-7% -$562 ﹤0.01% 1622
2019
Q3
$9K Sell
594
-40
-6% -$606 ﹤0.01% 1565
2019
Q2
$20K Hold
634
﹤0.01% 1233
2019
Q1
$21K Buy
+634
New +$21K ﹤0.01% 1065
2018
Q4
Sell
-380
Closed -$5K 1739
2018
Q3
$5K Buy
+380
New +$5K ﹤0.01% 1326
2017
Q2
Sell
-73
Closed -$2K 1721
2017
Q1
$2K Sell
73
-58
-44% -$1.59K ﹤0.01% 1367
2016
Q4
$3K Buy
+131
New +$3K ﹤0.01% 902