Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-100
Closed -$26K 866
2021
Q3
$26K Buy
+100
New +$26K ﹤0.01% 603
2021
Q1
Sell
-10
Closed -$2K 794
2020
Q4
$2K Buy
+10
New +$2K ﹤0.01% 699
2018
Q3
Sell
-414
Closed -$43K 817
2018
Q2
$43K Hold
414
﹤0.01% 556
2018
Q1
$41K Sell
414
-126
-23% -$12.5K ﹤0.01% 542
2017
Q4
$46K Buy
+540
New +$46K ﹤0.01% 575
2017
Q1
Sell
-482
Closed -$30K 1172
2016
Q4
$30K Hold
482
﹤0.01% 649
2016
Q3
$31K Hold
482
﹤0.01% 650
2016
Q2
$30K Hold
482
﹤0.01% 628
2016
Q1
$28K Hold
482
﹤0.01% 651
2015
Q4
$26K Sell
482
-794
-62% -$42.8K ﹤0.01% 666
2015
Q3
$65K Hold
1,276
﹤0.01% 572
2015
Q2
$72K Hold
1,276
﹤0.01% 564
2015
Q1
$92K Sell
1,276
-488
-28% -$35.2K ﹤0.01% 568
2014
Q4
$99K Hold
1,764
﹤0.01% 570
2014
Q3
$87K Hold
1,764
﹤0.01% 594
2014
Q2
$89K Hold
1,764
﹤0.01% 583
2014
Q1
$79K Buy
+1,764
New +$79K ﹤0.01% 600