Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-50
Closed -$18K 390
2020
Q4
$18K Hold
50
﹤0.01% 326
2020
Q3
$16K Hold
50
﹤0.01% 322
2020
Q2
$15K Sell
50
-26
-34% -$7.8K ﹤0.01% 326
2020
Q1
$18K Buy
76
+26
+52% +$6.16K 0.01% 314
2019
Q4
$13K Hold
50
﹤0.01% 346
2019
Q3
$11K Sell
50
-25
-33% -$5.5K ﹤0.01% 315
2019
Q2
$15K Sell
75
-25
-25% -$5K ﹤0.01% 308
2019
Q1
$18K Hold
100
0.01% 296
2018
Q4
$14K Sell
100
-50
-33% -$7K 0.01% 299
2018
Q3
$28K Hold
150
0.01% 282
2018
Q2
$26K Hold
150
0.01% 296
2018
Q1
$24K Hold
150
0.01% 292
2017
Q4
$22K Sell
150
-50
-25% -$7.33K 0.01% 300
2017
Q3
$25K Hold
200
0.01% 302
2017
Q2
$24K Sell
200
-125
-38% -$15K 0.01% 316
2017
Q1
$35K Hold
325
0.01% 296
2016
Q4
$30K Hold
325
0.01% 307
2016
Q3
$30K Hold
325
0.01% 312
2016
Q2
$29K Hold
325
0.01% 308
2016
Q1
$29K Hold
325
0.01% 303
2015
Q4
$30K Hold
325
0.01% 298
2015
Q3
$29K Hold
325
0.01% 305
2015
Q2
$30K Hold
325
0.01% 312
2015
Q1
$29K Sell
325
-25
-7% -$2.23K 0.01% 325
2014
Q4
$29K Sell
350
-125
-26% -$10.4K 0.01% 313
2014
Q3
$36K Sell
475
-75
-14% -$5.68K 0.01% 299
2014
Q2
$42K Hold
550
0.02% 292
2014
Q1
$42K Hold
550
0.02% 295
2013
Q4
$48K Sell
550
-150
-21% -$13.1K 0.02% 276
2013
Q3
$61K Sell
700
-100
-13% -$8.71K 0.03% 246
2013
Q2
$58K Buy
+800
New +$58K 0.03% 247