Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$13K Sell
240
-112
-32% -$6.07K ﹤0.01% 659
2021
Q3
$17K Sell
352
-204
-37% -$9.85K ﹤0.01% 560
2021
Q2
$25K Buy
556
+316
+132% +$14.2K ﹤0.01% 492
2021
Q1
$11K Sell
240
-204
-46% -$9.35K ﹤0.01% 675
2020
Q4
$18K Buy
444
+204
+85% +$8.27K ﹤0.01% 514
2020
Q3
$11K Sell
240
-76
-24% -$3.48K ﹤0.01% 552
2020
Q2
$16K Hold
316
﹤0.01% 489
2020
Q1
$15K Sell
316
-216
-41% -$10.3K ﹤0.01% 479
2019
Q4
$31K Sell
532
-24
-4% -$1.4K ﹤0.01% 416
2019
Q3
$30K Sell
556
-204
-27% -$11K ﹤0.01% 429
2019
Q2
$35K Hold
760
﹤0.01% 422
2019
Q1
$36K Buy
760
+204
+37% +$9.66K ﹤0.01% 410
2018
Q4
$27K Buy
556
+36
+7% +$1.75K ﹤0.01% 429
2018
Q3
$23K Hold
520
﹤0.01% 517
2018
Q2
$23K Sell
520
-30
-5% -$1.33K ﹤0.01% 460
2018
Q1
$24K Buy
550
+204
+59% +$8.9K ﹤0.01% 437
2017
Q4
$15K Buy
346
+30
+9% +$1.3K ﹤0.01% 564
2017
Q3
$16K Hold
316
﹤0.01% 545
2017
Q2
$17K Hold
316
﹤0.01% 539
2017
Q1
$17K Sell
316
-80
-20% -$4.3K ﹤0.01% 509
2016
Q4
$19K Hold
396
﹤0.01% 457
2016
Q3
$21K Buy
396
+236
+148% +$12.5K ﹤0.01% 403
2016
Q2
$9K Buy
+160
New +$9K ﹤0.01% 519
2016
Q1
Hold
0
980
2015
Q4
Sell
-156
Closed -$7K 1005
2015
Q3
$7K Hold
156
﹤0.01% 875
2015
Q2
$8K Sell
156
-280
-64% -$14.4K ﹤0.01% 935
2015
Q1
$25K Sell
436
-506
-54% -$29K ﹤0.01% 600
2014
Q4
$50K Sell
942
-215
-19% -$11.4K 0.01% 263
2014
Q3
$66K Sell
1,157
-80
-6% -$4.56K 0.02% 217
2014
Q2
$84K Buy
1,237
+123
+11% +$8.35K 0.02% 202
2014
Q1
$74K Buy
1,114
+790
+244% +$52.5K 0.02% 220
2013
Q4
$22K Sell
324
-258
-44% -$17.5K 0.01% 372
2013
Q3
$37K Hold
582
0.01% 260
2013
Q2
$37K Buy
+582
New +$37K 0.01% 265