Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$275K Sell
5,600
-150
-3% -$7.37K ﹤0.01% 966
2021
Q1
$247K Sell
5,750
-499
-8% -$21.4K ﹤0.01% 1042
2020
Q4
$230K Buy
+6,249
New +$230K ﹤0.01% 1073
2020
Q3
Sell
-31,599
Closed -$866K 1571
2020
Q2
$866K Buy
31,599
+31,100
+6,232% +$852K 0.01% 762
2020
Q1
$9K Hold
499
﹤0.01% 1533
2019
Q4
$18K Hold
499
﹤0.01% 1497
2019
Q3
$16K Hold
499
﹤0.01% 1521
2019
Q2
$14K Sell
499
-7,542
-94% -$212K ﹤0.01% 1530
2019
Q1
$201K Hold
8,041
﹤0.01% 1218
2018
Q4
$155K Hold
8,041
﹤0.01% 1209
2018
Q3
$212K Hold
8,041
﹤0.01% 1188
2018
Q2
$201K Hold
8,041
﹤0.01% 1215
2018
Q1
$192K Sell
8,041
-818
-9% -$19.5K ﹤0.01% 1190
2017
Q4
$184K Hold
8,859
﹤0.01% 1241
2017
Q3
$160K Buy
+8,859
New +$160K ﹤0.01% 1311