Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-800
Closed -$22K 122
2021
Q3
$22K Hold
800
﹤0.01% 167
2021
Q2
$21K Sell
800
-1,000
-56% -$26.3K ﹤0.01% 172
2021
Q1
$44K Sell
1,800
-700
-28% -$17.1K 0.01% 130
2020
Q4
$51K Sell
2,500
-1,750
-41% -$35.7K 0.01% 109
2020
Q3
$74K Hold
4,250
0.02% 89
2020
Q2
$99K Sell
4,250
-780
-16% -$18.2K 0.03% 88
2020
Q1
$123K Buy
5,030
+3,030
+152% +$74.1K 0.03% 89
2019
Q4
$75K Hold
2,000
0.02% 91
2019
Q3
$76K Buy
2,000
+805
+67% +$30.6K 0.02% 97
2019
Q2
$49K Hold
1,195
0.01% 102
2019
Q1
$51K Buy
+1,195
New +$51K 0.01% 109