Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$236K Hold
647
﹤0.01% 1019
2021
Q1
$240K Hold
647
﹤0.01% 1054
2020
Q4
$293K Sell
647
-64
-9% -$29K ﹤0.01% 1005
2020
Q3
$222K Sell
711
-300
-30% -$93.7K ﹤0.01% 1044
2020
Q2
$314K Buy
1,011
+1
+0.1% +$311 ﹤0.01% 1032
2020
Q1
$205K Buy
1,010
+310
+44% +$62.9K ﹤0.01% 1058
2019
Q4
$191K Sell
700
-500
-42% -$136K ﹤0.01% 1195
2019
Q3
$252K Sell
1,200
-4,400
-79% -$924K ﹤0.01% 1146
2019
Q2
$1.27M Buy
5,600
+4,900
+700% +$1.11M 0.01% 733
2019
Q1
$133K Hold
700
﹤0.01% 1332
2018
Q4
$86K Buy
+700
New +$86K ﹤0.01% 1359
2016
Q2
Sell
-115,800
Closed -$4.12M 2047
2016
Q1
$4.12M Buy
+115,800
New +$4.12M 0.04% 452