Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Hold
0
4398
2021
Q1
Hold
0
4172
2020
Q4
Sell
-7,924
Closed -$156K 3854
2020
Q3
$156K Buy
7,924
+4,088
+107% +$80.5K ﹤0.01% 935
2020
Q2
$88K Buy
+3,836
New +$88K ﹤0.01% 1048
2020
Q1
Hold
0
3477
2019
Q4
Sell
-2,195
Closed -$45K 3395
2019
Q3
$45K Buy
+2,195
New +$45K ﹤0.01% 1124
2019
Q2
Hold
0
3340
2019
Q1
Sell
-6,327
Closed -$78K 3315
2018
Q4
$78K Buy
6,327
+1,345
+27% +$16.6K ﹤0.01% 937
2018
Q3
$73K Sell
4,982
-2,106
-30% -$30.9K ﹤0.01% 1132
2018
Q2
$110K Buy
7,088
+4,910
+225% +$76.2K ﹤0.01% 982
2018
Q1
$28K Buy
+2,178
New +$28K ﹤0.01% 1320
2017
Q4
Hold
0
3152
2017
Q3
Hold
0
3118
2017
Q2
Sell
-224
Closed -$4K 3114
2017
Q1
$4K Sell
224
-43
-16% -$768 ﹤0.01% 1636
2016
Q4
$6K Buy
+267
New +$6K ﹤0.01% 1430
2016
Q3
Hold
0
3057
2016
Q1
Sell
-529
Closed -$10K 2945
2015
Q4
$10K Sell
529
-1,023
-66% -$19.3K ﹤0.01% 1344
2015
Q3
$27K Buy
1,552
+1,305
+528% +$22.7K ﹤0.01% 1144
2015
Q2
$4K Buy
+247
New +$4K ﹤0.01% 1552
2015
Q1
Hold
0
2690