Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,199
Closed -$143K 965
2021
Q3
$143K Sell
2,199
-550
-20% -$35.7K 0.01% 354
2021
Q2
$167K Hold
2,749
0.01% 339
2021
Q1
$148K Hold
2,749
0.01% 333
2020
Q4
$132K Hold
2,749
0.01% 337
2020
Q3
$108K Sell
2,749
-64
-2% -$2.51K 0.01% 340
2020
Q2
$90.3K Buy
2,813
+64
+2% +$2.05K 0.01% 348
2020
Q1
$93.3K Hold
2,749
0.01% 308
2019
Q4
$132K Hold
2,749
0.01% 301
2019
Q3
$137K Hold
2,749
0.01% 288
2019
Q2
$147K Sell
2,749
-66
-2% -$3.53K 0.01% 284
2019
Q1
$149K Hold
2,815
0.02% 276
2018
Q4
$132K Hold
2,815
0.02% 276
2018
Q3
$162K Buy
2,815
+266
+10% +$15.3K 0.02% 277
2018
Q2
$139K Sell
2,549
-680
-21% -$37K 0.02% 301
2018
Q1
$153K Buy
+3,229
New +$153K 0.02% 274