Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$11K Buy
+37
New +$11K ﹤0.01% 693
2021
Q3
Sell
-37
Closed -$9K 919
2021
Q2
$9K Sell
37
-1
-3% -$243 ﹤0.01% 708
2021
Q1
$9K Buy
+38
New +$9K ﹤0.01% 710
2020
Q3
Sell
-65
Closed -$13K 835
2020
Q2
$13K Hold
65
﹤0.01% 521
2020
Q1
$11K Hold
65
﹤0.01% 534
2019
Q4
$14K Hold
65
﹤0.01% 563
2019
Q3
$13K Hold
65
﹤0.01% 585
2019
Q2
$13K Sell
65
-80
-55% -$16K ﹤0.01% 614
2019
Q1
$25K Hold
145
﹤0.01% 474
2018
Q4
$21K Hold
145
﹤0.01% 474
2018
Q3
$22K Hold
145
﹤0.01% 525
2018
Q2
$20K Sell
145
-90
-38% -$12.4K ﹤0.01% 497
2018
Q1
$33K Buy
235
+170
+262% +$23.9K ﹤0.01% 364
2017
Q4
$9K Hold
65
﹤0.01% 671
2017
Q3
$9K Hold
65
﹤0.01% 646
2017
Q2
$9K Hold
65
﹤0.01% 658
2017
Q1
$8K Hold
65
﹤0.01% 637
2016
Q4
$7K Hold
65
﹤0.01% 602
2016
Q3
$7K Hold
65
﹤0.01% 582
2016
Q2
$7K Hold
65
﹤0.01% 544
2016
Q1
$7K Hold
65
﹤0.01% 631
2015
Q4
$6K Hold
65
﹤0.01% 670
2015
Q3
$6K Hold
65
﹤0.01% 908
2015
Q2
$6K Hold
65
﹤0.01% 1007
2015
Q1
$6K Hold
65
﹤0.01% 968
2014
Q4
$6K Hold
65
﹤0.01% 590
2014
Q3
$6K Hold
65
﹤0.01% 603
2014
Q2
$6K Hold
65
﹤0.01% 637
2014
Q1
$5K Hold
65
﹤0.01% 664
2013
Q4
$5K Hold
65
﹤0.01% 669
2013
Q3
$5K Hold
65
﹤0.01% 584
2013
Q2
$4K Buy
+65
New +$4K ﹤0.01% 651