Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-114
Closed -$4K 2663
2021
Q1
$4K Buy
114
+22
+24% +$772 ﹤0.01% 1920
2020
Q4
$2K Sell
92
-25
-21% -$543 ﹤0.01% 2034
2020
Q3
$2K Buy
117
+65
+125% +$1.11K ﹤0.01% 1895
2020
Q2
$1K Hold
52
﹤0.01% 2187
2020
Q1
$1K Buy
+52
New +$1K ﹤0.01% 2079
2018
Q4
Sell
-704
Closed -$10K 2350
2018
Q3
$10K Hold
704
﹤0.01% 1305
2018
Q2
$10K Buy
704
+153
+28% +$2.17K ﹤0.01% 1287
2018
Q1
$7K Buy
551
+441
+401% +$5.6K ﹤0.01% 1443
2017
Q4
$1K Hold
110
﹤0.01% 2049
2017
Q3
$1K Buy
110
+62
+129% +$564 ﹤0.01% 2067
2017
Q2
$0 Hold
48
﹤0.01% 2148
2017
Q1
$0 Hold
48
﹤0.01% 2169
2016
Q4
$1K Hold
48
﹤0.01% 1878
2016
Q3
$1K Hold
48
﹤0.01% 1874
2016
Q2
$1K Sell
48
-9
-16% -$187 ﹤0.01% 1850
2016
Q1
$1K Buy
+57
New +$1K ﹤0.01% 1674