Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$27K Buy
87
+9
+12% +$2.79K ﹤0.01% 1756
2021
Q3
$20K Sell
78
-128
-62% -$32.8K ﹤0.01% 1801
2021
Q2
$43K Buy
206
+141
+217% +$29.4K ﹤0.01% 1451
2021
Q1
$13K Buy
65
+13
+25% +$2.6K ﹤0.01% 1798
2020
Q4
$10K Buy
+52
New +$10K ﹤0.01% 1781
2017
Q4
Sell
-60
Closed -$7K 766
2017
Q3
$7K Hold
60
﹤0.01% 1330
2017
Q2
$6K Hold
60
﹤0.01% 1493
2017
Q1
$5K Sell
60
-100
-63% -$8.33K ﹤0.01% 1507
2016
Q4
$12K Hold
160
﹤0.01% 1568
2016
Q3
$12K Buy
160
+100
+167% +$7.5K ﹤0.01% 1580
2016
Q2
$4K Hold
60
﹤0.01% 1461
2016
Q1
$4K Hold
60
﹤0.01% 1417
2015
Q4
$4K Hold
60
﹤0.01% 1447
2015
Q3
$4K Hold
60
﹤0.01% 1480
2015
Q2
$4K Hold
60
﹤0.01% 1532
2015
Q1
$4K Buy
+60
New +$4K ﹤0.01% 1539
2014
Q4
Sell
-340
Closed -$19K 2101
2014
Q3
$19K Buy
+340
New +$19K ﹤0.01% 1443