Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$8K Sell
145
-227
-61% -$12.5K ﹤0.01% 2254
2021
Q3
$19K Hold
372
﹤0.01% 1810
2021
Q2
$18K Sell
372
-431
-54% -$20.9K ﹤0.01% 1783
2021
Q1
$36K Buy
803
+6
+0.8% +$269 ﹤0.01% 1410
2020
Q4
$34K Buy
797
+249
+45% +$10.6K ﹤0.01% 1325
2020
Q3
$23K Buy
+548
New +$23K ﹤0.01% 1356
2020
Q2
Sell
-425
Closed -$17K 717
2020
Q1
$17K Hold
425
﹤0.01% 1330
2019
Q4
$20K Sell
425
-103
-20% -$4.85K ﹤0.01% 1524
2019
Q3
$26K Hold
528
﹤0.01% 1338
2019
Q2
$24K Hold
528
﹤0.01% 1392
2019
Q1
$23K Hold
528
0.01% 927
2018
Q4
$21K Sell
528
-10
-2% -$398 ﹤0.01% 1065
2018
Q3
$22K Buy
+538
New +$22K 0.01% 748
2017
Q4
Sell
-329
Closed -$16K 359
2017
Q3
$16K Sell
329
-317
-49% -$15.4K ﹤0.01% 1037
2017
Q2
$29K Hold
646
0.01% 951
2017
Q1
$29K Sell
646
-419
-39% -$18.8K 0.01% 908
2016
Q4
$46K Sell
1,065
-35
-3% -$1.51K 0.01% 1002
2016
Q3
$51K Buy
1,100
+469
+74% +$21.7K 0.01% 928
2016
Q2
$29K Sell
631
-21
-3% -$965 0.01% 819
2016
Q1
$29K Sell
652
-60
-8% -$2.67K 0.01% 790
2015
Q4
$27K Buy
712
+146
+26% +$5.54K 0.01% 819
2015
Q3
$23K Hold
566
0.01% 898
2015
Q2
$24K Sell
566
-75
-12% -$3.18K 0.01% 926
2015
Q1
$27K Sell
641
-841
-57% -$35.4K 0.01% 873
2014
Q4
$68K Sell
1,482
-4,938
-77% -$227K 0.02% 558
2014
Q3
$275K Sell
6,420
-2,824
-31% -$121K 0.05% 368
2014
Q2
$406K Buy
+9,244
New +$406K 0.21% 97